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OREGON PACIFIC WEALTH MANAGEMENT
Tel: 541-858-0166
3250 Hillcrest Park Drive Suite 102
Medford, Oregon 97504
OREGON PACIFIC WEALTH MANAGEMENT
OREGON PACIFIC WEALTH MANAGEMENT is a Medford, Oregon based financial advisory firm with nearly $174,925,372 in assets under management and provides investment advisory services for 556 clients. There are currently 6 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
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
283958
SEC#:
801-122222
No. of Clients:
556
Assets under Management
$174,925,372
No. of Advisors:
6
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