Pacific Northwest Advisory

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Investor info
Type
Limited Partners
Stage focus
  • Seed Round
Description
Pacific Northwest Advisory is a Wealth Management Firm based in Lake Oswego, Oregon. Established in the year 2019, to provide collaborative, focused, straightforward advice to their Business Owner and High Net Worth clients. Their advisory services offered through CS Planning Corp, an SEC-registered investment advisor. The assets are managed by its executive management team.
Relevant investments
  • Company
    Amount
    Round
  • Example example company Inc
    $ 1,000,000
    Investor meetings
  • Company & Company
    € 11,000,000
    Series C funding
  • Example
    $ 524,000
    Seed round A
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Connected people
Email visible after logging in
  • Example Example
    Example Exampleexample[email protected]
  • Example Exampleexample
    Example Exampleexample
  • Notexample Examplenot
    Notexample Examplenotexample example[email protected]
  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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