Russell
Owen

Srm Advisors

CRD#1201570
Investment Advisor
in Portland, OR
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About this Advisor

Russell Owen is a certified financial planner who works in Portland, Oregon. Currently an investment advisor at Srm Advisors, Owen has a notable 25 years of professional experience in the financial advisory industry. Owen maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Owen can advise customers in Oregon and Washington. During their career, the advisor has held roles at Srm Advisors and Cambridge Investment Research. Srm Advisors is based out of Portland, Oregon. As a company, Srm Advisors oversees $135 million in assets across 412 client accounts and employs five staff members. The firm's total assets under management places it among the mid-sized financial advisory firms in the United States. The firm manages 408 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 12% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Srm Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

6600 Sw 92Nd Avenue Suite 201
Portland, OR 97223

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Srm Advisors Brokerage Details

Total Assets Under Management

$124,671,430

OR Average: $1,120,203,312
Total Number of Employees

6

OR Average: 50
Total Number of Accounts

397

OR Average: 1,309
Average Account Size

$314,034

OR Average: $855,770

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Russell Owen Work History

Russell has 25 years of experience.

2000 - Present (19 years)

Cambridge Investment Research

1993 - Present (26 years)

Srm Advisors

Disclosures

Russell Owen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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