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Kathleen Hatleli Rasmussen

PHILLIPS AND COMPANY ADVISORS LLC·PORTLAND, Oregon
Unclaimed Profile
1300 SW FIFTH AVE, PORTLAND, OR 97201CRD# 2608755Firm CRD# 167214
01

About

Kathleen Hatleli Rasmussen is a registered financial advisor based in PORTLAND, Oregon, affiliated with PHILLIPS AND COMPANY ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PHILLIPS AND COMPANY ADVISORS LLC
PHILLIPS AND COMPANY ADVISORS LLC
AUM
$1.4B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at PHILLIPS AND COMPANY ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2608755
Firm CRD# 167214
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathleen Hatleli Rasmussen offer?
Kathleen Hatleli Rasmussen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Kathleen Hatleli Rasmussen's credentials?
Kathleen Hatleli Rasmussen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Hatleli Rasmussen located?
Kathleen Hatleli Rasmussen is based in PORTLAND, Oregon, working with PHILLIPS AND COMPANY ADVISORS LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Kathleen Hatleli Rasmussen charge for services?
Kathleen Hatleli Rasmussen's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHILLIPS AND COMPANY ADVISORS LLC?
PHILLIPS AND COMPANY ADVISORS LLC has approximately 22 employees and manages $1.4B 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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