Etesian Wealth Advisors, Inc.
Oregon
Registered In
10/15/2009
Incorp. Date
Company Summary
Etesian Wealth Advisors, Inc. at 1969 Willamette Falls Dr STE 200, West Linn, Or 97068 lists Stanley C Lochrie and Barbara J Lochrie of Terrebonne, OR.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Business Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Robert J Gorman
Registered Agent
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3690 BROADWAY ST, NORTH BEND, OR 97459
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Stanley C Lochrie
President
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11750 NE CANYONS RANCH DR, TERREBONNE, OR 97760
(View Past Addresses)
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Barbara J Lochrie
Secretary
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11750 NE CANYONS RANCH DR, TERREBONNE, OR 97760
(View Past Addresses)
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1969 WILLAMETTE FALLS DR STE 200, WEST LINN, OR 97068
View Map
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Financial Information for Etesian Wealth Advisors, Inc.
Form 5500
ETESIAN WEALTH ADVISORS, INC
1969 Willamette Falls Dr STE 200, West Linn, Or 97068 (503) 387-3615 EIN:27-1100313 Plan Admin:Barbara Lochrie| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameETESIAN WEALTH ADVISORS, 401K Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$250,945 / $409,952 | 2023 | ETESIAN WEALTH ADVISORS, 401K - Plan #001 | 6 / 6 | $250,945 / $409,952 |
| 2022 | Plan NameETESIAN WEALTH ADVISORS, LLC 401K PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$160,085 / $250,945 | 2022 | ETESIAN WEALTH ADVISORS, LLC 401K PLAN - Plan #001 | 6 / 7 | $160,085 / $250,945 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ETESIAN WEALTH ADVISORS, INC
1969 Willamette Falls Drive, WEST LINN, OR 97068-4606| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/11/2020 | Approved$105,000 Forgiven$106,211 LenderKeyBank National Association Jobs5 | 04/11/2020 | $105,000 | $106,211 | KeyBank National Association | 5 |
PPP Loans based on Paycheck Protection Program.
Address Match:1969 Willamette Falls Dr Ste 200 West Linn, OR
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|
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The following government agencies have contributed data:
Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration
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