Filigree Advisors
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
201 B Ave Ste 290, Lake Oswego, Oregon, ...Phone Number
(503) 496-3230Website
www.filigreeadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
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Jun
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Aug
ZI Rank
1
1
1
1
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1
About Filigree Advisors
Filigree Wealth Advisors is an independent and employee-owned firm that specializes in creating customized investment portfolios for individuals and families. They prioritize a holistic approach to wealth design, aligning clients' assets with their personal goals to enhance investment experiences and provide peace of mind. As fiduciaries, they commit to acting in their clients' best interests, ensuring transparency and responsiveness in their services. The firm emphasizes the importance of real returns by focusing on net investment performance after taxes, inflation, and fees.Explore more
Filigree Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2021
CP
Craig PetrassiManaging Partner, Chief Investment Officer & Senior Portfolio Manager
Company Profile Activity
Activity Insights
Filigree Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Filigree Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Filigree Advisors.
Filigree Advisors Tech Stack
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Frequently Asked Questions Regarding Filigree Advisors
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Filigree Wealth Advisors is an independent and employee-owned firm that specializes in creating customized investment portfolios for individuals and families. They prioritize a holistic approach to wealth design, aligning clients' assets with their personal goals to enhance investment experiences and provide peace of mind. As fiduciaries, they comm... Read More
