Price Financial Group Wealth Management, Inc.
Price Financial Group Wealth Management, Inc. (CRD# 323146) is a financial advisory firm headquartered in Portland, OR. They manage $140,551,000 in 1,316 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management141MILLION
-
Total Number of Accounts1,316ACCOUNTS
-
Average Account Value$106,802
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, OR, TX, WA
Robert Caldwell (CRD# 6117463) is an Investment Advisor Representative working at Price Financial Group Wealth Management, Inc. in Portland, OR and has over 11 years of experience in the finance industry.
Matthew Mai (CRD# 5721707) is an Investment Advisor Representative working at Price Financial Group Wealth Management, Inc. in Portland, OR and has over 14 years of experience in the finance industry.
Mateusz Sudol (CRD# 5899226) is an Investment Advisor Representative working at Price Financial Group Wealth Management, Inc. in Portland, OR and has over 13 years of experience in the finance industry.