FM
CFA
FM
CFA

Francis W Mcdonnell

1 Year of Experience
1 Disclosure
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
73 clients
Average Client Portfolio
$354.8M average
Assets Under Management
$25.9B

Fee Structure

Financial Planning:Investment management only
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Location

6650 SW Redwood Lane, Suite 365, Portland, OR, 97224

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History

Regulatory History (1)
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Financial
February 2019
Final
Employment History
Current Registrations
Government Portfolio Advisors LLC
November 2024 - Present · 1 yr 3 mos
State Registrations6 states
CANMORTXUTWA
Advisor
Exams
No exam information available for this advisor.