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Building 2TRUE WEALTH GROUP

Map pinBEND, OR
Phone541-588-5008
NotebookSEC #801-130948
Total AUM
$151.4M
Employees
5
Clients
165

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 NW CHARBONNEAU STREET
SUITE 201
BEND
OR 97703
United States
Operating Hours
8AM-4PM
Monday - Friday
Phone
541-588-5008
Other Offices
1

ReceiptFinancials

Total AUM
$151.4M
Accounts
557
Discretionary
$151.4M
Accounts
557
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$23.9M
HNW Individual Clients
78
AUM
$126M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANEORTXWA

HandshakeAffiliates

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

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