Our world is an increasingly technological, fast paced, and hands off age. While many financial advisors offer traditional asset management services, not all offer the full comprehensive planning experience that we find to be so incredibly effective here at Type A Financial. We want to take the journey with you - not just point you in the right direction. Our philosophy is simple. We want to get to know you on a level that will truly allow us to make a difference in your life. Your relationship with our firm may be limited to only money management, it may encompass fee only financial planning. As your trusted advisors, we will guide you as you set and work towards your goals.
| Website | http://www.typeafinancial.com |
| Revenue | $3 million |
| Employees | View employees |
| Address | 1800 Blankenship Rd Ste 125, West Linn, Oregon 97068, US |
| Phone | +1 503-305-6703 |
| Industry | Finance General, Finance |
| Competitors | Fidelity Investments, Schwab Advisor Services, Merrill Edge, SoFi, E*TRADE Bank c/o E*TRADE Financial, LLC, Robinhood, TD Ameritrade, Betterment, Wealthfront, Personal Capital +50 more (view full list) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
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Type A Financial Questions
The Type A Financial annual revenue was $3 million in 2026.
Type A Financial is based in West Linn, Oregon.
The NAICS codes for Type A Financial are [523, 52, 5239, 52393].
The SIC codes for Type A Financial are [628, 62].
