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Etesian Wealth Advisors Inc.

EST. AUM
$426,823,705

CONTACTS
8

CLIENT ACCOUNTS
930

Firm Details

Metro area Portland, OR
CRD Number 152127
Website etesianwa.com
Client types

Overview

Whether clients are investing for retirement, working toward a financial goal, or just diversifying their financial assets, as a fiduciary, the firm places their interests above all others. Unlike other investment management approaches, the firm receives no commission for selecting stocks, which means the client's priorities are its priorities. The client's investment portfolio manager is also backed by the deep expertise of wealth management specialists and portfolio teams, ensuring they have the best minds focused on achieving their goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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