RIA Intel›Advisers›Oregon›FINANCIAL FACILITATORS, INC.

FINANCIAL FACILITATORS, INC.

Advisory

EUGENE, OR

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

Average account

$391K

across 26 accounts

AUM per adviser

$10M

1 advisers

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

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$0

Non-Discretionary AUM$10M

Discretionary %0%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOR

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

26 clients

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

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Advisers of similar size in OR

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

CSA GLOBAL ASSET MANAGEMENT LLC

LAKE OSWEGO, OR

$10M

MARDOCK PLANNING, LLC

$10M

RWW INVESTMENT ADVISORS INC.

$11M

$11M

PATHLIGHT FINANCIAL PLANNING LLC

$9M

MAXWELL FINANCIAL GROUP, INC

$9M

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