Dakota
Dakota
Book a Demo
Talk to an Expert

Washington Park Capital Management, LLC

EST. AUM
$359,458,316

CONTACTS
3

CLIENT ACCOUNTS
317

Firm Details

Metro area Portland, OR
CRD Number 338939
Website waparkadvisors.com
Client types

Overview

Washington Park Advisors is an SEC-registered investment advisor based in Portland, Oregon. Founded in 2016 by a core team with extensive experience at Lateef Investment Management, the firm focuses on preserving and growing wealth for individuals and families. Their investment philosophy centers on a fundamental, bottom-up equity selection strategy and tactical asset allocation. They prioritize high-trust, long-term relationships and provide tailored financial guidance through diverse market cycles.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy