Unclaimed Profile

Paul P (mi Only) Ortner

CONCENTRIC WEALTH ADVISORS LLC·LAKE OSWEGO, Oregon

Series 65Clean record14 years registeredCONCENTRIC 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 · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONCENTRIC WEALTH ADVISORS LLC

CONCENTRIC WEALTH ADVISORS LLC

Feb 2019 – Dec 2019

WEST LINN, OR

CONCENTRIC WEALTH ADVISORS LLC

Mar 2016 – Feb 2019

LAKE OSWEGO, OR

CSA GLOBAL ASSET MANAGEMENT LLC

Apr 2012 – Mar 2015

LAKE OSWEGO, OR

CSA GLOBAL ASSET MANAGEMENT LLC

Oct 2011 – Dec 2011

LAKE OSWEGO, OR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 26, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONCENTRIC WEALTH ADVISORS LLC

CRD 281979 · SEC 801-106884

AUM

$90M

Regulatory assets under management

Employees

9 client accounts

Services offered by CONCENTRIC WEALTH ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CONCENTRIC WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Paul P (mi Only) Ortner offer?

Paul P (mi Only) Ortner specializes in Investment Management, Retirement Planning.

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, last registered with CONCENTRIC WEALTH ADVISORS LLC.

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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