PRACTICE FINANCIAL GROUP

725 N. 5th Street
Suite 200
Jacksonville, Oregon 97530
Tel: (541) 973-2602

About PRACTICE FINANCIAL GROUP

PRACTICE FINANCIAL GROUP, formally registered with the SEC as PRACTICE FINANCIAL GROUP. The firm was established in 01/09/2020. They have over 6 offices throughout the country.

PRACTICE FINANCIAL GROUP is a Jacksonville, Oregon based Financial Planning firm with nearly $295,419,248 assets under management, offering retirement planning & investment advisory services to 1450 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289256
SEC#	801-117949
Assets Managed by Firm	$295,419,248
No. of Clients	1450
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1450	$295,419,248
Individuals (other than high net worth individuals)	206	$43,459,019
High net worth individuals	22	$65,742,184
Pension and profit sharing plans	252	$186,218,045

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