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Ravensview Capital Management, LLC

Headquartered in PORTLAND, OR

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Firm Information

Ravensview Capital Management, LLC is an investment advisor registered with the SEC. They offer a range of services including financial planning, educational seminars, publication of periodicals, and portfolio management for individuals. The firm manages approximately $78,553,207 in assets for 51 clients. They primarily serve high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.

Ravensview Capital Management, LLC

$78.55M

Assets Under Management

1

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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special project advisor service

Special project advisor service

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

RAVENSVIEW CAPITAL MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

PORTLAND, OR

Advisors at Ravensview Capital Management, LLC

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Unclaimed
Joseph Sean Eberhardt

RA

PORTLAND, OR

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Disclosures

There are no public disclosures for Ravensview Capital Management, LLC.

Frequently Asked Questions (6)

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