PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 323146
- Registered since
- September 30, 2022
- Website
- pricefg.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals81.53%
- HNWI15.02%
- Pension & Profit Sharing Plans2.77%
- Corporations / Businesses0.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Price Financial Group Wealth Management, Inc. is an independent registered investment adviser that began reporting to the SEC in 2022. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that engages third-party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds60%
- Investment Grade Corp Bonds19%
- Cash & Cash Equivalents12%
- Exchange Traded Equities7%
- US Government Bonds2%
Owners & executives
2 of 2MATTHEW MAI
CIOCRD 5721707
MATEUSZ SUDOL
COO & Wealth ManagerCRD 5899226
Contacts
3 of 4Joshua Simpson
Wealth AssociateCRD 7595065
MIKELA RAPATTONI
Project ManagerCRD 7395348
JUSTIN EXPOSITO
Associate Financial AdvisorCRD 6927516
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTLAND, OR
WASHINGTON
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
- WASHINGTON
- Address
- 7160 SW Fir Loop
- Time zone
- PT (UTC-8)
- Office locations
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