PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

PORTLAND, Oregon·3 registered advisors·CRD# 323146
SEC# 801-1266612503-253-3000
01

Firm Overview

AUM
$141M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

3 registered advisors
Mateusz Wojciech Sudol
PORTLAND, Oregon
Matthew Edward Mai
PORTLAND, Oregon
Robert Joseph Caldwell
PORTLAND, Oregon
05

Office Locations

PORTLAND, Oregon
3 advisors

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Data sourced from SEC Form ADV filings. PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. (CRD# 323146) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.