Oregon Pacific Wealth Management
Oregon Pacific Wealth Management (CRD# 283958) is a financial advisory firm headquartered in Medford, OR. They manage $155,000,000 in 541 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Oregon Pacific Wealth Management
By the Numbers
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Total Assets Under Management155MILLION
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Total Number of Accounts541ACCOUNTS
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Average Account Value$286,506
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NE, OR, WA
Financial Advisors at Oregon Pacific Wealth Management
1
Geoffrey Boldt (CRD# 7869269) is an Investment Advisor Representative working at Oregon Pacific Wealth Management in Medford, OR and has 1 year of experience in the finance industry.
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