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Consolidated Financial Management
Consolidated Financial Management was established in 1982 as a US wealth manager and registered investment adviser. The firm provides financial planning,...
Overview
Consolidated Financial Management was established in 1982 as a US wealth manager and registered investment adviser. The firm provides financial planning, income tax planning, investment strategies, estate planning, risk management, and college cost funding. Services reach individuals, high-net-worth individuals, and business entities across the United States. No recent operational events from the last 24 months appear in available records. Team size and additional offices remain undisclosed. The firm operates as a conventional RIA without disclosed family-office governance or proprietary sourcing vehicles.
General information
Firm type
Bank / Wealth / Trust
Year founded
1982
Location
Region
North America
Country
United States
City
Beaverton
Corporate office
Beaverton, United States
Frequently asked questions
Who runs investment decisions at Consolidated Financial Management?
No named principals or CIO appear in public records.
Does Consolidated Financial Management participate in fund commitments or only direct deals?
The firm focuses on advisory services including investment strategies for clients; specific fund or direct deal activity is not disclosed.
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