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Brian Paul Alfrey

MAZAMA CAPITAL MANAGEMENT INC·PORTLAND, Oregon
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ONE SOUTHWEST COLUMBIA STREET, PORTLAND, OR 97258-2080CRD# 1490704Firm CRD# 108405
01

About

Brian Paul Alfrey is a registered financial advisor based in PORTLAND, Oregon, affiliated with MAZAMA CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MAZAMA CAPITAL MANAGEMENT INC
MAZAMA CAPITAL MANAGEMENT INC
AUM
$550M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at MAZAMA CAPITAL MANAGEMENT INC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1490704
Firm CRD# 108405
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Paul Alfrey offer?
Brian Paul Alfrey specializes in Retirement Planning, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Brian Paul Alfrey's credentials?
Brian Paul Alfrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Paul Alfrey located?
Brian Paul Alfrey is based in PORTLAND, Oregon, working with MAZAMA CAPITAL MANAGEMENT INC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Brian Paul Alfrey charge for services?
Brian Paul Alfrey'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 MAZAMA CAPITAL MANAGEMENT INC?
MAZAMA CAPITAL MANAGEMENT INC has approximately 12 employees and manages $550M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
LAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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