E2I ADVISORS, LLC

PORTLAND, Oregon·2 registered advisors·CRD# 285987
SEC# 801-1110582(877) 356-1058
01

Firm Overview

AUM
$194M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at E2I ADVISORS, LLC

2 registered advisors
Michelle Lynn Wanless
PORTLAND, Oregon
Omar Ricardo Marquez
PORTLAND, Oregon
05

Office Locations

PORTLAND, Oregon
2 advisors

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Data sourced from SEC Form ADV filings. E2I ADVISORS, LLC (CRD# 285987) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.