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Home > Retirement Planners > oregon > gladstone > NEWBORE WEALTH MANAGEMENT, INC.
NEWBORE WEALTH MANAGEMENT, INC.
15 82nd Drive
Suite 220
Gladstone, Oregon 97027
Tel: 503-657-3143
About NEWBORE WEALTH MANAGEMENT, INC.
NEWBORE WEALTH MANAGEMENT, INC, formally registered with the SEC as NEWBORE WEALTH MANAGEMENT, INC. The firm was established in 04/30/2021. They have over 1 offices throughout the country.
NEWBORE WEALTH MANAGEMENT, INC. is a Gladstone, Oregon based Financial Planning firm with nearly $161,907,819 assets under management, offering retirement planning & investment advisory services to 781 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306441 |
| SEC# | 801-121039 |
| Assets Managed by Firm | $161,907,819 |
| No. of Clients | 781 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 781 | $161,907,819 |
| Individuals (other than high net worth individuals) | 359 | $76,150,606 |
| High net worth individuals | 135 | $85,757,213 |
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