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Building 2PRACTICE FINANCIAL GROUP

Map pinJACKSONVILLE, OR
Phone(541) 973-2602
NotebookSEC #801-117949
Total AUM
$436.8M
Employees
28
Clients
474

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
725 N. 5TH STREET
SUITE 200
JACKSONVILLE
OR 97530
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(541) 973-2602
Other Offices
6

ReceiptFinancials

Total AUM
$436.8M
Accounts
1,984
Discretionary
$49.4M
Accounts
715
Non-Discretionary
$387.3M
Accounts
1,269

ContactClients

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Individual Clients
202
AUM
$48.5M
HNW Individual Clients
36
AUM
$102.9M
Pension/Profit Sharing Plan Clients
236
AUM
$285.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOGAIDKSLAMAMTNENMNVORSCTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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