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Building 2WAGNER PLANNING

Map pinLAKE OSWEGO, OR
Phone503-342-0038
NotebookSEC #801-124939
Total AUM
$144.7M
Employees
5
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4260 GALEWOOD STREET
SUITE A
LAKE OSWEGO
OR 97035
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
503-342-0038

ReceiptFinancials

Total AUM
$144.7M
Accounts
397
Discretionary
$144.7M
Accounts
397
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
134
AUM
$48.7M
HNW Individual Clients
69
AUM
$96M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZORWA

HandshakeAffiliates

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

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