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PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

Tel: 503-253-3000
7160 Sw Fir Loop
Portland, Oregon  97223

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PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. is a Portland, Oregon based financial advisory firm with nearly $140,551,000 in assets under management and provides investment advisory services for 1316 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 , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

323146

SEC#:

801-126661

No. of Clients:

1316

Assets under Management

$140,551,000

No. of Advisors:

7

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