Etesian Wealth Advisors Inc
Legal Name: ETESIAN WEALTH ADVISORS, INC.
Full Contact Details
Etesian Wealth Advisors Inc
17040 PILKINGTON ROAD, STE. 300, LAKE OSWEGO, OR
503-387-3615
503-387-3261
Other Info
Etesian Wealth Advisors, legally known as ETESIAN WEALTH ADVISORS, INC., is an Oregon-based firm with six employees, four of which are in advisory roles, and its client base is unknown. The firm obtained an SEC (U.S. Securities and Exchange Commission) Approved status on November 18, 2009, and continues to provide financial advice to its clients.
Etesian Wealth Advisors | Boutique Wealth & Financial Advisory Firm…
Etesian Wealth Advisors is a boutique wealth advisory firm providing personal, goals-based guidance in investment management and financial planning
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Direct Owners
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BARBARA LOCHRIE
OWNER owns more than 25% but less than 50%
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BENJAMIN W WRIGHT
SHAREHOLDER owns more than 10% but less than 25%
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JESSE JONATHAN STEELE
SHAREHOLDER owns more than 10% but less than 25%
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STANLEY CLAYTON LOCHRIE
OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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