RIA Intel›Advisers›Oregon›2260 WEST, LLC

2260 WEST, LLC

Advisory

BEND, OR

Data as of Jan 5, 2026 · Source: SEC Form ADV

Rank in OR

#259

of 305 advisers by AUM

Average account

$433K

across 176 accounts

AUM per adviser

$19M

4 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$76M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$76M

Discretionary AUM$76M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients43

Team

Total Employees6

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

43 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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RYAN FINANCIAL SOLUTIONS, LLC

$78M

ROGUE ADVISORS, LLC

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