Mccoy Foat Wealth Management Group, LLC

Mccoy Foat Wealth Management Group, LLC (CRD# 152410) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $24,797,478 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $381,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Mccoy Foat Wealth Management Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brooks C. Berardi
CRD#: 5216860
310 N State Street, Suite 206, Lake Oswego, OR 97034
93
Wealthminder
score

Brooks Berardi (CRD# 5216860) is an Investment Advisor Representative working at Mccoy Foat Wealth Management Group, LLC in Lake Oswego, OR and has over 7 years of experience in the finance industry.

2
Mark E. Foat
CRD#: 2948530
310 N State Street, Suite 206, Lake Oswego, OR 97034
93
Wealthminder
score

Mark Foat (CRD# 2948530) is an Investment Advisor Representative working at Mccoy Foat Wealth Management Group, LLC in Lake Oswego, OR and has over 19 years of experience in the finance industry.

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