Laurelhurst Asset Management LLC

RIAState RegisteredEst. 2019
Total AUM
$133M
Discretionary
$133M
100% of AUM
Avg account
$3.8M
Accounts
35
Employees
1
Advisory reps
1

Firm details

Headquarters
Portland, Oregon
CRD number
306141
Registered since
December 16, 2019
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

FINTRX

Overview

Laurelhurst Asset Management LLC is an independent, individually owned advisory firm organized as an LLC that provides discretionary portfolio management primarily to individuals and families, and to small businesses. The firm charges fees as a percentage of assets under management and focuses its advisory practice on direct portfolio oversight rather than acting as a capital allocator or pension consultant. Laurelhurst reports no emphasis on ESG investing and lists portfolio management for individuals and small businesses as its core advisory activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Cash & Cash Equivalents 16%, US Government Bonds 5%, Other 4%, Investment Grade Corp Bonds 3%, State & Local Bonds 1%70%
  • Exchange Traded Equities70%
  • Cash & Cash Equivalents16%
  • US Government Bonds5%
  • Other4%
  • Investment Grade Corp Bonds3%

Contacts

1 of 1
  • John Liu

    John Liu

    PrincipalCRD 5293182

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth