ELLIOTT-LEDGERWOOD & COMPANY

SOUTH VALLEY WEALTH MANAGEMENT
KLAMATH FALLS, Oregon·4 registered advisors·CRD# 14797
SEC# 801-61535541-882-5488
01

Firm Overview

AUM
$86M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ELLIOTT-LEDGERWOOD & COMPANY

4 registered advisors
Alison Anna Hulbert
KLAMATH FALLS, Oregon
Clark Dean Pederson
KLAMATH FALLS, Oregon
Martin Richard Ledgerwood
KLAMATH FALLS, Oregon
Richard Steven Ledgerwood
KLAMATH FALLS, Oregon
05

Office Locations

KLAMATH FALLS, Oregon
4 advisors

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Data sourced from SEC Form ADV filings. ELLIOTT-LEDGERWOOD & COMPANY (CRD# 14797) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.