Laurelhurst Asset Management LLC
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 306141
- Registered since
- December 16, 2019
- Website
- www.laurelhurstasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.4%
- Individuals3.09%
- Charitable Organizations0.51%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Laurelhurst Asset Management LLC is an independent, individually owned advisory firm organized as an LLC that provides discretionary portfolio management primarily to individuals and families, and to small businesses. The firm charges fees as a percentage of assets under management and focuses its advisory practice on direct portfolio oversight rather than acting as a capital allocator or pension consultant. Laurelhurst reports no emphasis on ESG investing and lists portfolio management for individuals and small businesses as its core advisory activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents16%
- US Government Bonds5%
- Other4%
- Investment Grade Corp Bonds3%
Contacts
1 of 1
John Liu
PrincipalCRD 5293182
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Multnomah
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Multnomah
- Address
- 1001 Se Water Ave
- Time zone
- PT (UTC-8)
- Office locations
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