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, privately owned registered investment adviser that began SEC registration in 2019 and focuses on fee-based portfolio management for individual and family clients and small businesses. The firm bills clients as a percentage of assets under management and does not describe itself as an active ESG investor. Its adviser model is centered on discretionary portfolio management rather than acting as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
- 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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