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Thierry Joseph Wuilloud

KOHALA CAPITAL PARTNERS, LLC·PORTLAND, Oregon
Unclaimed Profile
1211 SW 5TH AVE, PORTLAND, OR 97204CRD# 4573347Firm CRD# 158098
01

About

Thierry Joseph Wuilloud 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# 4573347
Firm CRD# 158098
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thierry Joseph Wuilloud offer?
Thierry Joseph Wuilloud specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.
What are Thierry Joseph Wuilloud's credentials?
Thierry Joseph Wuilloud is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thierry Joseph Wuilloud located?
Thierry Joseph Wuilloud 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 Thierry Joseph Wuilloud charge for services?
Thierry Joseph Wuilloud'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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Other advisors in PORTLAND
Deanne Woodring — GOVERNMENT PORTFOLIO ADVISORS LLCGaylord Brickwood Lyman — KOHALA CAPITAL PARTNERS, LLCRichard Allan Rubinstein — THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INCJohn Harvey Coulter — THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INCAshley Yoshida — PENSION CONSULTING ALLIANCE, LLC
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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