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Theodore Raymond Wendell

MONTIBUS CAPITAL MANAGEMENT LLC.·PORTLAND, Oregon
Unclaimed Profile
805 SW BROADWAY, PORTLAND, OR 97205CRD# 4242682Firm CRD# 143308
01

About

Theodore Raymond Wendell is a registered financial advisor based in PORTLAND, Oregon, affiliated with MONTIBUS CAPITAL 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# 4242682
Firm CRD# 143308
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Theodore Raymond Wendell offer?
Theodore Raymond Wendell specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.
What are Theodore Raymond Wendell's credentials?
Theodore Raymond Wendell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore Raymond Wendell located?
Theodore Raymond Wendell is based in PORTLAND, Oregon, working with MONTIBUS CAPITAL MANAGEMENT LLC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Theodore Raymond Wendell charge for services?
Theodore Raymond Wendell'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 MONTIBUS CAPITAL MANAGEMENT LLC.?
MONTIBUS CAPITAL 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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