Rhodes Econometrics Inc is a large advisory firm based in Lake Oswego. It manages $41 million of regulatory assets for 247 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Oregon.
Rhodes Econometrics provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rhodes Econometrics Inc is $41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Rhodes Econometrics Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Rhodes Econometrics Inc performs its advisory services is located at 4949 Sw Meadows Road, Lake Oswego, OR 97035 4285, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 503-697-5444 or by fax 503-697-0503. The normal business hours are 7:30am to 4:00pm on Monday - Friday. You can find more information about the New York firm at www.rhodeseconometrics.com.