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Building 2LIFELONG WEALTH MANAGEMENT GROUP, LLC

Map pinLAKE OSWEGO, OR
Phone503-747-6534
NotebookSEC #801-135777
Total AUM
$121.7M
Employees
2
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 CENTERPOINTE DRIVE
SUITE 400
LAKE OSWEGO
OR 97035
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
503-747-6534
Other Offices
1

ReceiptFinancials

Total AUM
$121.7M
Accounts
187
Discretionary
$121.7M
Accounts
187
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
151
AUM
$38M
HNW Individual Clients
30
AUM
$80M
Other Clients
6
AUM
$3.7M
Description of Other Clients
401K PLANS - VANGUARD

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTX

HandshakeAffiliates

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

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