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MSP WEALTH MANAGEMENT, LLC

Tel: 541-884-4164
824 Pine Street
Klamath Falls, Oregon  97601

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MSP WEALTH MANAGEMENT, LLC

MSP WEALTH MANAGEMENT, LLC is a Klamath Falls, Oregon based financial advisory firm with nearly $169,980,336 in assets under management and provides investment advisory services for 860 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

306522

SEC#:

801-117846

No. of Clients:

860

Assets under Management

$169,980,336

No. of Advisors:

7

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