1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 244 WEALTH MANAGEMENT LLC

Map pinEUGENE, OR
Phone541-359-0388
NotebookSEC #801-119064
Total AUM
$487.4M
Employees
5
Clients
237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2350 OAKMONT WAY, SUITE 104
EUGENE
OR 97401
United States
Operating Hours
8AM TO 4PM
Monday - Friday
Phone
541-359-0388

ReceiptFinancials

Total AUM
$487.4M
Accounts
1,176
Discretionary
$486.6M
Accounts
1,169
Non-Discretionary
$773.4K
Accounts
7

ContactClients

View more in analytics →

Individual Clients
65
AUM
$15.3M
HNW Individual Clients
136
AUM
$375.3M
Pension/Profit Sharing Plan Clients
5
AUM
$17.5M
Charitable Organization Clients
15
AUM
$30.3M
Corporation or Business Clients
10
AUM
$45.1M
Other Clients
6
AUM
$3.9M
Description of Other Clients
ANNUITIES

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAKYNHORTXWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account