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GO WEALTH MANAGEMENT
Tel: 541-338-7631
4710 Village Plaze Loop Suite 240
Eugene, Oregon 97401
GO WEALTH MANAGEMENT
GO WEALTH MANAGEMENT is a Eugene, Oregon based financial advisory firm with nearly $165,634,211 in assets under management and provides investment advisory services for 446 clients. There are currently 9 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Other (CONSULTING)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
290254
SEC#:
801-123534
No. of Clients:
446
Assets under Management
$165,634,211
No. of Advisors:
9
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