Overview
Assets Under Management: $437 million
Headquarters: JACKSONVILLE, OR
High-Net-Worth Clients: 36
Average Client Assets: $2.9 million
Frequently Asked Questions
PRACTICE FINANCIAL GROUP 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 #289256), PRACTICE FINANCIAL GROUP is subject to fiduciary duty under federal law.
PRACTICE FINANCIAL GROUP is headquartered in JACKSONVILLE, OR.
PRACTICE FINANCIAL GROUP serves 36 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, PRACTICE FINANCIAL GROUP offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PRACTICE FINANCIAL GROUP manages $437 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, PRACTICE FINANCIAL GROUP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.55%
Average Client Assets: $2.9 million
Total Client Accounts: 1,984
Discretionary Accounts: 715
Non-Discretionary Accounts: 1,269
Regulatory Filings
CRD Number: 289256
Filing ID: 2053216
Last Filing Date: 2026-03-05 07:04:40