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Money Mystique Asset Management Co. (Lake Oswego)


Money Mystique Asset Management Co. is a large advisory firm based in Lake Oswego. It manages $31.04 million of regulatory assets for 167 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Oregon.




Money Mystique Asset Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Money Mystique Asset Management: assets under management

The assets under management (AUM) of Money Mystique Asset Management Co. is $31.04 million. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30.14 million in discretionary accounts and $895.74 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $181.58 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $895.74 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Money Mystique Asset Management Co. for their services and products based on a percentage of assets under management and hourly charges. 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.

Based in Lake Oswego

The principal office where Money Mystique Asset Management Co. performs its advisory services is located at Five Centerpointe Drive, Lake Oswego, OR 97035, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-620-5098 or by fax 503-639-1051. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.


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