Rose City Investment Consulting LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Lake Oswego, Oregon
CRD number
281760
Fee structure
Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Rose City Investment Consulting LLC is organized as a limited liability company and is owned by an individual. The firm’s primary advisory activity is financial planning, delivered on a fixed-fee basis rather than through asset-based or performance fees. FINTRX classifies the firm as unclassified; it is not registered as a multi-state adviser, is not presented as a capital allocator, and does not identify as an active ESG investor. The firm is not positioned as a pension consultant and is not reported as a related adviser to another entity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Susan Nestor

    Financial PlannerCRD 5263933

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lake Oswego, OR

Clackamas

Location

Lake Oswego, OR

Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Clackamas
Address
5 Centerpointe Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth