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Filigree Advisors LLC (Lake Oswego)


Filigree Advisors LLC is a large advisory firm based in Lake Oswego. It manages $125.58 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California and Oregon.

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Filigree Advisors provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Filigree Advisors: assets under management

The assets under management (AUM) of Filigree Advisors LLC is $125.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3040% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $125.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.92 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Filigree Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lake Oswego

The principal office where Filigree Advisors LLC performs its advisory services is located at 201 B Avenue, Lake Oswego, OR 97034, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-496-3230 or by fax 503-496-3235. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at filigreeadvisors.com.


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