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Building 2OREGON PACIFIC FINANCIAL ADVISORS INC

Map pinMEDFORD, OR
Phone541-772-1116
NotebookSEC #801-57024
Total AUM
$41M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
210 WEST 8TH STREET
MEDFORD
OR 97501
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
541-772-1116

ReceiptFinancials

Total AUM
$41M
Accounts
185
Discretionary
$14.6M
Accounts
54
Non-Discretionary
$26.4M
Accounts
131

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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