PF
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
1,111 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.9B
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Advisor Information
Office location
6000 Meadows Rd, Suite 105, Lake Oswego, OR, 97035
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Peter is an Executive in Residence at George Fox University College of Business since 2002, mentoring and supporting students. This takes about a quarter of his time.
Employment History
Current Registrations
Human Investing
January 2006 - Present · 20 yrs
Previous Registrations
Andersonfisher LLC
November 2004 - December 2005 · 1 yr 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
January 2002 - October 2004 · 2 yrs 9 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.