| Name | Title | Ownership | Since |
|---|---|---|---|
| Price Financial Group, Inc. Control | Owner | Over 75% | 2021 |
| Robert Joseph Caldwell | Cco | Under 5% | 2022 |
| Mateusz Wojciech Sudol Control | Owner | 50-75% | 2022 |
Price Financial Group Wealth Management, Inc. reports $138.3 million in regulatory assets under management on its Form ADV.
Price Financial Group Wealth Management, Inc. reports 7 employees.
Price Financial Group Wealth Management, Inc. is based in Portland, OR and has been SEC-registered since 2022.
Price Financial Group Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7160 SW Fir Loop, Suite 201, Portland, OR 97223 |
| Phone | 503-253-3000 |
| Office hours | 8:00 a.m.- 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $138.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $138.3M |