Draft:Independent Investment Advisors
| Submission declined on 2 November 2023 by KeepItGoingForward (talk). This draft's references do not show that the subject qualifies for a Wikipedia article. In summary, the draft needs multiple published sources that are:
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| Submission declined on 1 November 2023 by Significa liberdade (talk). This draft's references do not show that the subject qualifies for a Wikipedia article. In summary, the draft needs multiple published sources that are:
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| Submission declined on 1 November 2023 by KylieTastic (talk). This submission is not adequately supported by reliable sources. Reliable sources are required so that information can be verified. If you need help with referencing, please see Referencing for beginners and Citing sources. This draft's references do not show that the subject qualifies for a Wikipedia article. In summary, the draft needs multiple published sources that are:
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Comment: The article needs reliable secondary sources that provide significant coverage of the subject. Significa liberdade (she/her) (talk) 17:41, 1 November 2023 (UTC)
- Comment: Sources 1 and 5 are basically directories, and so don't establish notability; source 4 doesn't load; source 3 doesn't seem to mention this company; and source 2 is both not about the company, and is an award that is given to a few hundred people most years (and that they want you to pay to use it for marketing makes me question its credibility a bit), and doesn't have a ton of information. LittlePuppers (talk) 17:10, 1 November 2023 (UTC)
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| Company type | Private |
|---|---|
| Industry | Financial services |
| Founded | 2015 |
| Founder | Goran Ognjenovic |
| Headquarters | Hillsboro, Oregon |
Area served | United States |
Key people | Goran Ognjenovic, Danijela Ognjenovic |
| Services | Financial Planning, Tax Planning, Investment Management |
| AUM | US $50M< |
Number of employees | 10< |
| Website | https://independentadvisorsnw.com/ |
Independent Investment Advisors is an American Registered Investment Advisor (RIA) company that provides investment management, financial planning, tax planning[1], and financial advice.[2][3]. The company was founded by Goran Ognjenovic and Danijela Ognjenovic. Goran continues to serve as the Principal Advisor and Chief Investment Officer[4][5] The company is a fiduciary, fee-only and fully independent financial advisor located in Oregon serving high-net-worth and small-business-owner clients.
History[edit]
The company was founded in 2015 and is headquartered in Hillsboro Oregon[6]. The company is serving clients across the United States. It operates as a multifamily wealth office and specializes in custom solutions tailored to the needs of its member families.
References[edit]
- ^ "Oregon Business Today - Independent Investment Advisors Expands Services to Include Expert Tax Planning".
- ^ "Independent Investment Advisors - About Us". 30 March 2023.
- ^ "Securities Exchange Commission (SEC) - Investment Adviser Public Disclosure".
- ^ "Five Star Professional Accreditation".
- ^ "Securities Exchange Commission (SEC) - Investment Adviser Public Reports" (PDF).
- ^ "Oregon Secretary of State - Corporation Division Registration".
External links[edit]
Category:Financial services companies established in 2015 Category:Investment management companies of the United States Category:Privately held companies based in Oregon