Nicholas
Blankl
Consilium Wealth Advisory, LLC
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About this Advisor
Nicholas Blankl is a financial advisor based in West Linn, Oregon, working with Consilium Wealth Advisory, LLC. Nicholas has previously held positions at Consilium Wealth Advisory, Portland State University, and Black Oak Investment Management Company LLC. Nicholas is registered to provide services in Oregon and Texas. Currently, Nicholas is part of Consilium Wealth Advisory, LLC, which operates out of West Linn, Oregon. The firm has 1 office and 5 employees. The firm manages assets totaling $263.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Consilium Wealth Advisory, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Consilium Wealth Advisory, LLC Brokerage Details
$263,109,967
5
541
$486,340
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Nicholas Blankl Work History
Black Oak Investment Management Company LLC
Consilium Wealth Advisory
Portland State University
Disclosures
Please visit the SEC profile of Nicholas Blankl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Consilium Wealth Advisory, LLC
West Linn, OR
Richardson, TX
Richardson, TX
Richardson, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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