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Shaugn Stephen Stanley

TIMBERLINE ASSET MANAGEMENT LLC.·PORTLAND, Oregon
Unclaimed Profile
805 SW BROADWAY, PORTLAND, OR 94104CRD# 1693277Firm CRD# 143308
01

About

Shaugn Stephen Stanley is a registered financial advisor based in PORTLAND, Oregon, affiliated with TIMBERLINE ASSET MANAGEMENT LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
MONTIBUS CAPITAL MANAGEMENT LLC.
MONTIBUS CAPITAL MANAGEMENT LLC.
AUM
$1.0B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at MONTIBUS CAPITAL MANAGEMENT LLC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1693277
Firm CRD# 143308
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shaugn Stephen Stanley offer?
Shaugn Stephen Stanley specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.
What are Shaugn Stephen Stanley's credentials?
Shaugn Stephen Stanley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shaugn Stephen Stanley located?
Shaugn Stephen Stanley is based in PORTLAND, Oregon, working with TIMBERLINE ASSET MANAGEMENT LLC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Shaugn Stephen Stanley charge for services?
Shaugn Stephen Stanley'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 TIMBERLINE ASSET MANAGEMENT LLC.?
TIMBERLINE ASSET MANAGEMENT LLC. has approximately 17 employees and manages $1.0B 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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