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Building 2SUSTAINABLE WEALTH MANAGEMENT LLC

Map pinEUGENE, OR
Phone541-915-6303
NotebookSEC #801-63839
Total AUM
$1.3M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1991 GARDEN AVE SUITE A
EUGENE
OR 97403
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
541-915-6303

ReceiptFinancials

Total AUM
$1.3M
Accounts
7
Discretionary
$1.3M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Other Fee
Other Compensation
NEGOTIATED CONSULTING FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
OR

HandshakeAffiliates

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

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