VERGEPOINTE WEALTH MANAGEMENT, LLC
Tel: 503-684-0100 5285 Meadows Road Suite 161 Lake Oswego, Oregon 97035
About VERGEPOINTE WEALTH MANAGEMENT, LLC
VERGEPOINTE WEALTH MANAGEMENT, LLC is a Lake Oswego, Oregon based financial advisory firm with nearly $228,442,864 in assets under management and provides investment advisory services for 181 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
151425
Firm SEC#:
801-70579
Assets Under Management:
$228,442,864
No. of Clients:
181
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors
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