Independent Investment Advisors
 | |
| Private | |
| ISIN | 🆔 |
| Industry | Financial services |
| Founded 📆 | 2015 |
| Founder 👔 | Goran Ognjenovic |
| Headquarters 🏙️ | Hillsboro, Oregon |
Area served 🗺️ | United States |
Key people | Goran Ognjenovic, Danijela Ognjenovic |
| Services | Financial Planning, Tax Planning, Investment Management |
| 💎 AUM | US $50M |
| Members | |
Number of employees | 10 |
| 🌐 Website | https://independentadvisorsnw.com/ |
| 📇 Address | |
| 📞 telephone | |
Independent Investment Advisors is an American Registered Investment Advisor (RIA) company that provides investment management, financial planning, tax planning[1], and financial advice.[2][3]. The company was founded by Goran Ognjenovic and Danijela Ognjenovic. Goran continues to serve as the Principal Advisor and Chief Investment Officer[4][5] The company is a fiduciary, fee-only and fully independent financial advisor located in Oregon serving high-net-worth and small-business-owner clients.
History
The company was founded in 2015 and is headquartered in Hillsboro, Oregon[6]. The company is serving clients across the United States. It operates as a multifamily wealth office and specializes in custom solutions tailored to the needs of its member families.
References
- ↑ "Oregon Business Today - Independent Investment Advisors Expands Services to Include Expert Tax Planning".
- ↑ "Independent Investment Advisors - About Us". 30 March 2023.
- ↑ "Securities Exchange Commission (SEC) - Investment Adviser Public Disclosure".
- ↑ "Five Star Professional Accreditation".
- ↑ "Securities Exchange Commission (SEC) - Investment Adviser Public Reports" (PDF).
- ↑ "Oregon Secretary of State - Corporation Division Registration".
External links
This article "Independent Investment Advisors" is from Wikipedia. The list of its authors can be seen in its historical and/or the page Edithistory:Independent Investment Advisors. Articles copied from Draft Namespace on Wikipedia could be seen on the Draft Namespace of Wikipedia and not main one.
