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Building 2MCS FAMILY WEALTH ADVISORS

Map pin
Phone541-345-7023
NotebookSEC #801-36692
Total AUM
$162.6M
Employees
2
Clients
65

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
541-345-7023
Other Offices
3

ReceiptFinancials

Total AUM
$162.6M
Accounts
220
Discretionary
$162.6M
Accounts
220
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$6.4M
HNW Individual Clients
54
AUM
$154.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FAMILY BUSINESS AND FAMILY WEALTH COUNSELING, EXPERT WITNESS
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTX

HandshakeAffiliates

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

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