GO WEALTH MANAGEMENT

Tel: 541-338-7631 4710 Village Plaze Loop Suite 240 Eugene, Oregon 97401

About GO WEALTH MANAGEMENT

GO WEALTH MANAGEMENT is a Eugene, Oregon based financial advisory firm with nearly $165,634,211 in assets under management and provides investment advisory services for 446 clients. There are currently 9 financial advisors at the firm.

General Information
Firm CRD#:

290254

Firm SEC#:

801-123534

Assets Under Management:

$165,634,211

No. of Clients:

446

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

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