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Building 2MCGEE WEALTH MANAGEMENT, INC.

Map pinPORTLAND, OR
Phone503-597-2222
NotebookSEC #801-34233
Total AUM
$553.8M
Employees
8
Clients
647

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12455 SW 68TH AVENUE
PORTLAND
OR 97223
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
503-597-2222

ReceiptFinancials

Total AUM
$553.8M
Accounts
1,414
Discretionary
$529.4M
Accounts
1,387
Non-Discretionary
$24.5M
Accounts
27

ContactClients

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Individual Clients
450
AUM
$138.1M
HNW Individual Clients
194
AUM
$380.8M
Pension/Profit Sharing Plan Clients
1
AUM
$7.1M
Charitable Organization Clients
1
AUM
$472.5K
Government Entity Clients
1
AUM
$27.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISER/MANAGER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAORTXWA

HandshakeAffiliates

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

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