TrueAdvisor
TrueAdvisor
SW
SW

Shawn Patrick Willard

Orca Investment Management, LLC
18 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningHigh Net WorthBusiness Owners
Orca Investment Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
272 clients
Average Client Portfolio
$674K average
Assets Under Management
$183.4M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

6 Centerpointe Drive, Suite 300, Lake Oswego, OR, 97035

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Orca Investment Management, LLC
July 2007 - Present · 18 yrs 7 mos
Previous Registrations
Rubicon Global Asset Management, LLC
April 2007 - June 2007 · 2 mos
State Registrations2 states
ORTX
Advisor
Exams
No exam information available for this advisor.