Cairn Wealth Management
Firm details
- Headquarters
- Vancouver, Washington
- CRD number
- 143601
- Registered since
- June 7, 2007
- Website
- www.cairninvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.54%
- Individuals15%
- Corporations / Businesses0.39%
- Charitable Organizations0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cairn Wealth Management is an independent, privately owned registered investment adviser that registered with the SEC in 2007. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model combines asset-based fees with hourly and fixed-fee engagements. The firm does not position itself as a capital allocator.
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 Equities43%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents16%
- US Government Bonds4%
- State & Local Bonds1%
Owners & executives
1 of 1
Patrick Mason
Chief Investment OfficerCRD 4585346
Contacts
3 of 3
Mark Farrelly
Director of Financial PlanningCRD 4457364
Timothy Mosier
Co-founder and PresidentCRD 4650900
Cherie King
Director of Operations and ComplianceCRD 4368038
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$119M in ETFs
100%
$119M
0%
$358K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS) | Vanguard | Passive | Foreign Large Blend | $26.6M | 311,629 | 22.31% |
Location
Vancouver, WA
Clark
Location
Vancouver, WA
Headquartered in Vancouver, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clark
- Address
- 500 Broadway St
- Time zone
- PT (UTC-8)
- Office locations
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