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Building 2GRATKE WEALTH, LLC

Map pinBEAVERTON, OR
Phone888-970-8987
NotebookSEC #801-68835
Total AUM
$45M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1500 NW BETHANY BLVD
SUITE 200
BEAVERTON
OR 97006
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
888-970-8987

ReceiptFinancials

Total AUM
$45M
Accounts
175
Discretionary
$0
Accounts
0
Non-Discretionary
$45M
Accounts
175

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
401K CONSULTING
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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