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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
Years of Experience
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Srm Advisors Brokerage Details
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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.
Cambridge Investment Research
Russell Owen has no disclosures.
Please visit their SEC profile for more details.