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Building 2SOUTH VALLEY WEALTH MANAGEMENT

Map pinKLAMATH FALLS, OR
Phone541-882-5488
NotebookSEC #801-61535
Total AUM
$85.9M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
810 MAIN STREET
KLAMATH FALLS
OR 97601
United States
Operating Hours
7AM - 4PM PACIFIC
Monday - Friday
Phone
541-882-5488

ReceiptFinancials

Total AUM
$85.9M
Accounts
295
Discretionary
$46.8M
Accounts
122
Non-Discretionary
$39.1M
Accounts
173

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAOR

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

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