LETTIN WEALTH MANAGEMENT GROUP, INC.
Firm details
- Headquarters
- LAKE OSWEGO, Oregon
- CRD number
- 149116
- Website
- lettinwealth.com
- Fee structure
- Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Lettin Wealth Management Group, Inc. is a corporation owned by an individual that positions itself as a capital allocator and advisor focused on financial planning and the selection of other advisers. FINTRX classifies the firm as unclassified and records its fee structure as “other.” The firm is not identified as an active ESG investor, is not listed as a pension consultant, and is not shown as a related adviser. The profile of advisory activities—financial planning plus selection of other advisers—suggests a manager-of-managers approach rather than a single-product, in-house investment lineup.
Assets & Accounts
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
Contacts
1 of 1ROBERT LETTIN
Founder and PresidentCRD 1476386
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 17685 SW 65th Ave
- Time zone
- PT (UTC-8)
- Office locations
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