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Building 2BAIN WEALTH MANAGEMENT GROUP, LLC

Map pinSALEM, OR
Phone503-370-9003
NotebookSEC #801-117638
Total AUM
$109.4M
Employees
2
Clients
484

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
885 LANCASTER DR. SE
SUITE C
SALEM
OR 97317
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
503-370-9003

ReceiptFinancials

Total AUM
$109.4M
Accounts
476
Discretionary
$109.4M
Accounts
476
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
448
AUM
$67.8M
HNW Individual Clients
28
AUM
$41.6M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ORTXWA

HandshakeAffiliates

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

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