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Building 2CONNECTED WEALTH SOLUTIONS, LLC

Map pinLA GRANDE, OR
Phone(541) 963-7800
NotebookSEC #801-128240
Total AUM
$226.4M
Employees
3
Clients
319

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1121 ADAMS AVENUE
LA GRANDE
OR 97850
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
(541) 963-7800

ReceiptFinancials

Total AUM
$226.4M
Accounts
721
Discretionary
$226.4M
Accounts
721
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
243
AUM
$55.6M
HNW Individual Clients
69
AUM
$166.6M
Charitable Organization Clients
1
AUM
$1.3M
Corporation or Business Clients
6
AUM
$3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IDORWA

HandshakeAffiliates

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

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