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Building 2JGP WEALTH MANAGEMENT, LLC

Map pinBEND, OR
Phone503-446-6450
NotebookSEC #801-112288
Total AUM
$1.4B
Employees
23
Clients
805

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2838 NW CROSSING DRIVE
SUITE 212
BEND
OR 97703
United States
Operating Hours
6AM-4PM
Monday - Friday
Phone
503-446-6450
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
3,335
Discretionary
$1.4B
Accounts
3,335
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
392
AUM
$184.5M
HNW Individual Clients
379
AUM
$1.2B
Charitable Organization Clients
1
AUM
$3.3M
Government Entity Clients
1
AUM
$5.4M
Corporation or Business Clients
32
AUM
$80.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIDILNVORTXUTWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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