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Gaylord Brickwood Lyman

KOHALA CAPITAL PARTNERS, LLC·PORTLAND, Oregon
Unclaimed Profile
1211 SW 5TH AVE, PORTLAND, OR 97204CRD# 2892240Firm CRD# 158098
01

About

Gaylord Brickwood Lyman is a registered financial advisor based in PORTLAND, Oregon, affiliated with KOHALA CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
KOHALA CAPITAL PARTNERS, LLC
KOHALA CAPITAL PARTNERS, LLC
AUM
$47M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at KOHALA CAPITAL PARTNERS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2892240
Firm CRD# 158098
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gaylord Brickwood Lyman offer?
Gaylord Brickwood Lyman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.
What are Gaylord Brickwood Lyman's credentials?
Gaylord Brickwood Lyman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gaylord Brickwood Lyman located?
Gaylord Brickwood Lyman is based in PORTLAND, Oregon, working with KOHALA CAPITAL PARTNERS, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Gaylord Brickwood Lyman charge for services?
Gaylord Brickwood Lyman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOHALA CAPITAL PARTNERS, LLC?
KOHALA CAPITAL PARTNERS, LLC has approximately 1 employees and manages $47M 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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