A.M.Fintelligence
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
A.M.Fintelligence provides customized investment management services to individuals, high-net-worth clients, families, trusts, estates, and small businesses, advising across equities, fixed income, options, mutual funds, ETFs and REITs. The firm currently reports no assets under management and its state registration is pending, with advisory operations to commence upon approval.
The firm uses a discretionary, asset-allocation driven process that begins with an Investment Policy Statement and includes goal setting, asset allocation modeling, security selection, implementation and ongoing monitoring; for suitable clients it may employ active options strategies. A.M.Fintelligence also offers occasional educational seminars and workshops to clients and their guests at no charge.
Distinctive features include the principal’s active life, health and variable insurance producer licenses and the possibility that the firm or its principal may receive commissions for recommending insurance or variable insurance products; the firm discloses and documents such recommendations and related conflicts in client files. A.M.Fintelligence does not act as a private fund adviser, reports no managed client assets at this time, and notes that the principal maintains an unrelated part‑time rideshare occupation that the firm says is managed so it does not interfere with advisory responsibilities.
Client services
Expertise
Fee options
Flat fees charged for defined Other Consulting engagements, with deposits up to $500.
$0 - $1,000,000: 1.50% $1,000,000 - $3,000,000: 1.25% $3,000,000 - $5,000,000: 1.00% $5,000,000+: 0.85%
Insurance commissions received by principal for insurance products, separate from advisory fees.
$300.00 per hour for Other Consulting Services.
Main office
Portland OR
Advisors at this office
1
Most active in
Oregon
Also doing business as
A.M.Fintelligence · A.M.Fintelligence, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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