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Strand, Atkinson, Williams & York, Inc. (Portland)


Strand, Atkinson, Williams & York, Inc. is a large advisory firm based in Portland. It manages $107.84 million of regulatory assets for 666 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona, California, District of Columbia, and 9 other states.

Logo

Strand, Atkinson, Williams & York provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Strand, Atkinson, Williams & York: assets under management

The assets under management (AUM) of Strand, Atkinson, Williams & York, Inc. is $107.84 million. The firm's AUM has grown by 259% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Strand, Atkinson, Williams & York, Inc. for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Strand, Atkinson, Williams & York, Inc.

Bradford Adam Wear has been acting as President since 1 Oct 2005. John Morton Noble joined the executive team most recently as the Ceo, President.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Raymond P. Davis President and ceo, umpqua holdings corp. 1 Jun 1994 Other xxx-xx-xxxx
Daniel A. Sullivan Evp and chief financial officer, umpqua holdings corp 1 Nov 1997 Other xxx-xx-xxxx
Jennifer Ann Staggenborg Vice president 1 Nov 1999 Other 1019115
Timm Sharon Marie Vice president 1 Nov 1999 Other xxx-xx-xxxx
Umpqua Holdings Corporation Owner 1 Dec 1999 75% - 100% 93-0419143
Raymond P Davis Chairman 1 Dec 1999 Other xxx-xx-xxxx
Raymond Preston Davis Chairman 1 Dec 1999 Other 5686146
Steven L. Philpott Corporate secretary, sawy/evp & general counsel, umpqua holdings. 1 Nov 2002 Other xxx-xx-xxxx
William A Lansing Director 1 Apr 2004 Other xxx-xx-xxxx
David B Frohnmayer Director 1 Apr 2004 Other xxx-xx-xxxx
William Arnold Lansing Director 1 Apr 2004 Other 5680804
David Braden Frohnmayer Director 1 Apr 2004 Other 5680798
Scott Chambers Board of directors member 1 Apr 2005 Other xxx-xx-xxxx
Raymond P. Davis Chairman of the board 1 Apr 2005 Other xxx-xx-xxxx
David Frohnmayer Board of directors member 1 Apr 2005 Other xxx-xx-xxxx
Diana Goldschmidt Board of directors member 1 Apr 2005 Other xxx-xx-xxxx
Theodore Mason Board of directors member 1 Apr 2005 Other xxx-xx-xxxx
Steve Philpott Board of director member 1 Apr 2005 Other xxx-xx-xxxx
Stephen M Gambee Director 1 Apr 2005 Other xxx-xx-xxxx
Stephen Michael Gambee Director 1 Apr 2005 Other 5676964
Terri Diane Gorecki Chief compliance officer 1 Oct 2005 Other 2712514
Bradford Adam Wear President 1 Oct 2005 Other 3048262
Scott Chambers Board of directors member 1 Apr 2006 Other xxx-xx-xxxx
David B. Frohnmayer Board of directors member 1 Apr 2006 Other xxx-xx-xxxx
Diana E. Goldschmidt Board of directors member 1 Apr 2006 Other xxx-xx-xxxx
Theodore S. Mason Board of directors member 1 Apr 2006 Other xxx-xx-xxxx
Mathew Bruno Board of directors member 1 Jul 2006 Other xxx-xx-xxxx
Matthew Bruno Board of directors member 1 Jul 2006 Other xxx-xx-xxxx
Bradford Adam Wear President 1 Apr 2007 Other 3048262
Harry Lynn Striplin Chief compliance officer 1 Dec 2008 Other 1023235
John Morton Noble President, ceo & treasurer 1 Dec 2008 Other 1014339
Peggy Fowler Director 1 Apr 2009 Other xxx-xx-xxxx
Peggy Yevonne Fowler Director 1 Apr 2009 Other 5682511
John Morton Noble Ceo, president 1 Jun 2009 Other 1014339
Jeani Theresa Winterbourne Sr. vice president 1 Jun 2009 Other 1075564

Based in Portland

The principal office where Strand, Atkinson, Williams & York, Inc. performs its advisory services is located at 200 Sw Market St. Suite 1900, Portland, OR 97201, which is also the mailing address of the firm. An additional office of the firm is in Medford, OR. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-226-7000 or by fax 503-226-0202. The normal business hours are 7:30 am - 4:15 pm on Monday - Friday. You can find more information about the New York firm at www.strandatkinson.com.


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