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Building 2GO WEALTH MANAGEMENT

Map pinEUGENE, OR
Phone541-338-7631
NotebookSEC #801-123534
Total AUM
$208.4M
Employees
9
Clients
519

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4710 VILLAGE PLAZE LOOP
SUITE 240
EUGENE
OR 97401
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
541-338-7631
Other Offices
5

ReceiptFinancials

Total AUM
$208.4M
Accounts
519
Discretionary
$208.1M
Accounts
517
Non-Discretionary
$290.3K
Accounts
2

ContactClients

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Individual Clients
415
AUM
$69.9M
HNW Individual Clients
42
AUM
$52.1M
Pension/Profit Sharing Plan Clients
62
AUM
$86.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDLANCORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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