Rose City Investment Consulting LLC
Firm details
- Headquarters
- Lake Oswego, Oregon
- CRD number
- 281760
- Fee structure
- Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Rose City Investment Consulting LLC is organized as a limited liability company and is owned by an individual. The firm’s primary advisory activity is financial planning, delivered on a fixed-fee basis rather than through asset-based or performance fees. FINTRX classifies the firm as unclassified; it is not registered as a multi-state adviser, is not presented as a capital allocator, and does not identify as an active ESG investor. The firm is not positioned as a pension consultant and is not reported as a related adviser to another entity.
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 1Susan Nestor
Financial PlannerCRD 5263933
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
- 5 Centerpointe Dr
- Time zone
- PT (UTC-8)
- Office locations
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