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Building 2KEUDELL MORRISON WEALTH MANAGEMENT, LLC

Map pinSALEM, OR
Phone(971) 209-4500
NotebookSEC #801-112770
Total AUM
$921.5M
Employees
11
Clients
816

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
235 FRONT ST. SE
SUITE 300
SALEM
OR 97301
United States
Operating Hours
7:30 AM TO 4:00 PM
Monday - Friday
Phone
(971) 209-4500

ReceiptFinancials

Total AUM
$921.5M
Accounts
2,083
Discretionary
$921.5M
Accounts
2,083
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
588
AUM
$204M
HNW Individual Clients
178
AUM
$593.8M
Pension/Profit Sharing Plan Clients
5
AUM
$6.2M
Charitable Organization Clients
12
AUM
$19.5M
Corporation or Business Clients
33
AUM
$98M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCAIDLAORTXWA

HandshakeAffiliates

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

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