RIA Intel›Advisers›Oregon›MARQUAM ASSET MANAGEMENT LLC

MARQUAM ASSET MANAGEMENT LLC

Advisory

PORTLAND, OR

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account

$147K

across 281 accounts

AUM per adviser

$14M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$41M

Discretionary AUM$24M

Non-Discretionary AUM$17M

Discretionary %58.2%

Total Clients174

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAK, OR, TX, 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

174 clients

39 high-net-worth

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

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