Investment adviser · CRD 146284

FILIGREE ADVISORS

Investment adviser filing (IA)

FILIGREE ADVISORS LLC

LAKE OSWEGO, OR, United States · Form ADV filed Apr 6, 2015

Regulatory AUM
$126M
Form ADV · Item 5.F
Client accounts
32
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 6, 2015. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

201 B AVENUE, SUITE 290
LAKE OSWEGO, OR, 97034, United States

CRD 146284

Filing source

Form ADV 907709 · Apr 6, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.