MCGEE WEALTH MANAGEMENT, INC.

PORTLAND, Oregon·4 registered advisors·CRD# 109847
SEC# 801-342330503-597-2222
01

Firm Overview

AUM
$554M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISER/MANAGER FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MCGEE WEALTH MANAGEMENT, INC.

4 registered advisors
D. Linette Dobbins
PORTLAND, Oregon
Jennifer Currin-Gutridge
PORTLAND, Oregon
Judith Ann Mcgee
PORTLAND, Oregon
Sarah Elise Berry
PORTLAND, Oregon
05

Office Locations

PORTLAND, Oregon
4 advisors

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Data sourced from SEC Form ADV filings. MCGEE WEALTH MANAGEMENT, INC. (CRD# 109847) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.