Willamette Asset Managers Inc. (Beaverton)

Willamette Asset Managers Inc. is a large advisory firm based in Beaverton. It manages $55 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Oregon.

Willamette Asset Managers provides portfolio management for investment companies and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Willamette Asset Managers: assets under management

The assets under management (AUM) of Willamette Asset Managers Inc. is $55 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Willamette Asset Managers Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Willamette Asset Managers Inc.

Steven Christopher Clark has been acting as President since 1 Oct 1997. Philip Bryan Hagen joined the executive team most recently as the Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steven Christopher Clark	Director	1 Oct 1997	50% - 75%	1952666
Timothy Charles Phillips	Director, president	1 Oct 1997	50% - 75%	1395428
James Todd Smith	Cfo	1 Oct 1997	Other	1396542
Philip Bryan Hagen	Compliance officer	1 Nov 2000	Other	2300287

Based in Beaverton

The principal office where Willamette Asset Managers Inc. performs its advisory services is located at 15455 Nw Greenbrier Pkwy, Beaverton, OR 97006, which is also the mailing address of the firm. The firm also has an office outside of the United States.