Portland Private Wealth Management
Oregon
Registered In
10/12/2010
Incorp. Date
Company Summary
Portland Private Wealth Management at 888 NW 114th, Portland, Or 97229 lists Jason Mcmillen of Portland, OR as the associate.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Assumed Business Name
- Status
- Inactive
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Jason Mcmillen
REGISTRANT
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888 NW 114TH, PORTLAND, OR 97229
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Jason Mcmillen
AUTHORIZED REPRESENTATIVE
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888 NW 114TH, PORTLAND, OR 97229
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888 NW 114TH, PORTLAND, OR 97229
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Financial Information for Portland Private Wealth Management
Form 5500
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
1834 SW 58th Ave Suite 101, Portland, Or 97221 (503) 880-9848 EIN:45-4487885 Plan Admin:Alyssa Pizzuti| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePORTLAND PRIVATE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$32,233 / $88,567 | 2023 | PORTLAND PRIVATE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 6 / 6 | $32,233 / $88,567 |
| 2022 | Plan NamePORTLAND PRIVATE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $32,233 | 2022 | PORTLAND PRIVATE WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 6 / 6 | $0 / $32,233 |
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
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Portland Private Wealth Management, Inc.
Registered in Oregon
|
Portland, OR | View Report | |
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Portland Private Wealth Management, Inc.
Registered in Washington
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Portland, OR | View Report |
Address Match:888 Nw 114th Portland, OR
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4.0 Investment Management/Brokerage Services
Registered in Oregon
|
Portland, OR | View Report |
Person/City Match:Jason Mcmillen - Portland, OR
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Jason Mcmillen LLC
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Ppwm Partners 1
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|
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|
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Street Match:Nw 114th Portland, 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
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