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Home > Retirement Planners > oregon > portland > PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
7160 Sw Fir Loop
Portland, Oregon 97223
Tel: 503-253-3000
About PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC, formally registered with the SEC as PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. The firm was established in 09/30/2022. They have over 3 offices throughout the country.
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. is a Portland, Oregon based Financial Planning firm with nearly $140,551,000 assets under management, offering retirement planning & investment advisory services to 1316 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323146 |
| SEC# | 801-126661 |
| Assets Managed by Firm | $140,551,000 |
| No. of Clients | 1316 |
| No. of Advisors | 7 |
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 | 1316 | $140,551,000 |
| Individuals (other than high net worth individuals) | 401 | $65,347,000 |
| High net worth individuals | 57 | $75,204,000 |
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