Overview
Assets Under Management: $448 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 124
Average Client Assets: $2.2 million
Frequently Asked Questions
MCGEE WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109847), MCGEE WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
MCGEE WEALTH MANAGEMENT, INC. is headquartered in PORTLAND, OR.
MCGEE WEALTH MANAGEMENT, INC. serves 124 high-net-worth clients according to their SEC filing dated November 26, 2018. View client details ↓
According to their SEC Form ADV, MCGEE WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MCGEE WEALTH MANAGEMENT, INC. manages $448 million in client assets according to their SEC filing dated November 26, 2018.
According to their SEC Form ADV, MCGEE WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.10%
Average Client Assets: $2.2 million
Total Client Accounts: 1,165
Discretionary Accounts: 1,163
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 109847
Filing ID: 1253361
Last Filing Date: 2018-11-26 11:16:00