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Paul P (mi Only) Ortner

CONCENTRIC WEALTH ADVISORS LLC·LAKE OSWEGO, Oregon
Clean recordCONCENTRIC WEALTH ADVISORS LLC
16679 BOONES FERRY RD STE 115, LAKE OSWEGO, OR 97035CRD# 5930726Firm CRD# 281979

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul P (mi Only) Ortner · LAKE OSWEGO, OR
Registration
CRD #5930726 · CONCENTRIC WEALTH ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul P (mi Only) Ortner is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with CONCENTRIC WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CONCENTRIC WEALTH ADVISORS LLC
CONCENTRIC WEALTH ADVISORS LLC
AUM
$90M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CONCENTRIC WEALTH ADVISORS LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5930726
Firm CRD# 281979
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul P (mi Only) Ortner offer?
Paul P (mi Only) Ortner specializes in Investment Management, Retirement Planning. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Paul P (mi Only) Ortner's credentials?
Paul P (mi Only) Ortner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul P (mi Only) Ortner located?
Paul P (mi Only) Ortner is based in LAKE OSWEGO, Oregon, working with CONCENTRIC WEALTH ADVISORS LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Paul P (mi Only) Ortner charge for services?
Paul P (mi Only) Ortner's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONCENTRIC WEALTH ADVISORS LLC?
CONCENTRIC WEALTH ADVISORS LLC has approximately 3 employees and manages $90M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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