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Building 2WEALTH TRAK FINANCIAL SERVICES, LLC

Map pinGRESHAM, OR
Phone503-667-4186
NotebookSEC #801-68542
Total AUM
$16.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
886 NW COUNCIL DRIVE
GRESHAM
OR 97030-3752
United States
Operating Hours
8:30AM TO 5:00PM
MONDAY-THURSDAY
Phone
503-667-4186

ReceiptFinancials

Total AUM
$16.1M
Accounts
18
Discretionary
$16.1M
Accounts
18
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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