PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2022
Total AUM
$173M
Discretionary
$173M
100% of AUM
Avg account
$129K
Accounts
1,340
Employees
7
Advisory reps
6

Firm details

Headquarters
PORTLAND, Oregon
CRD number
323146
Registered since
September 30, 2022
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals81.53%
  • HNWI15.02%
  • Pension & Profit Sharing Plans2.77%
  • Corporations / Businesses0.67%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Price Financial Group Wealth Management, Inc. is an independent registered investment adviser that began reporting to the SEC in 2022. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that engages third-party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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: Public Funds/Mutual Funds 60%, Investment Grade Corp Bonds 19%, Cash & Cash Equivalents 12%, Exchange Traded Equities 7%, US Government Bonds 2%, State & Local Bonds 1%60%
  • Public Funds/Mutual Funds60%
  • Investment Grade Corp Bonds19%
  • Cash & Cash Equivalents12%
  • Exchange Traded Equities7%
  • US Government Bonds2%

Owners & executives

2 of 2
  • MATTHEW MAI

    CIOCRD 5721707

  • MATEUSZ SUDOL

    COO & Wealth ManagerCRD 5899226

Contacts

3 of 4
  • Joshua Simpson

    Wealth AssociateCRD 7595065

  • MIKELA RAPATTONI

    Project ManagerCRD 7395348

  • JUSTIN EXPOSITO

    Associate Financial AdvisorCRD 6927516

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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

WASHINGTON

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
WASHINGTON
Address
7160 SW Fir Loop
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth