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Building 2OREGON PACIFIC FINANCIAL ADVISORS INC

Map pinMEDFORD, OR
Phone541-772-1116
NotebookSEC #801-122218
Total AUM
$157.1M
Employees
7
Clients
615

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
210 WEST 8TH STREET
MEDFORD
OR 97501-3171
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
541-772-1116
Other Offices
1

ReceiptFinancials

Total AUM
$157.1M
Accounts
615
Discretionary
$131.4M
Accounts
532
Non-Discretionary
$25.7M
Accounts
83

ContactClients

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Individual Clients
544
AUM
$79.2M
HNW Individual Clients
42
AUM
$47.8M
Pension/Profit Sharing Plan Clients
24
AUM
$20.3M
Charitable Organization Clients
5
AUM
$9.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORWA

HandshakeAffiliates

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

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