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Building 2JGC TAX & WEALTH MANAGEMENT

Map pinSALEM, OR
Phone503-390-7880
NotebookSEC #801-131726
Total AUM
$132M
Employees
3
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 CHURCH STREET SE, STE 100
SALEM
OR 97301
United States
Operating Hours
8:00 AM - 5:00 PM
M-F; FRIDAYS 8 AM TO 12 PM (OUTSIDE OF TAX SEASON)
Phone
503-390-7880

ReceiptFinancials

Total AUM
$132M
Accounts
495
Discretionary
$109M
Accounts
474
Non-Discretionary
$23M
Accounts
21

ContactClients

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Individual Clients
147
AUM
$36.2M
HNW Individual Clients
34
AUM
$73.2M
Pension/Profit Sharing Plan Clients
21
AUM
$22.4M
Charitable Organization Clients
1
AUM
$352.2K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANEOR

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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