RIA Intel›Advisers›Oregon›E2I ADVISORS, LLC

E2I ADVISORS, LLC

Advisory

N·PORTLAND, OR

Data as of Jul 8, 2021 · Source: SEC Form ADV

Total AUM

$194M

1-Year AUM Growth

-13.3%

3-Year CAGR

+20.0%

Employees

4

Assets Under Management

Total AUM$194M

Discretionary AUM$100M

Non-Discretionary AUM$94M

Discretionary %51.5%

Total Clients—

Team

Total Employees4

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record16

First FilingFeb 13, 2017

Latest FilingJul 8, 2021

🔒 Full AUM trend chart and 16 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on E2I ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.