MCGEE WEALTH MANAGEMENT, INC.

MCGEE WEALTH MANAGEMENT, INC. of PORTLAND, OR is an SEC-registered investment adviser (CRD 109847). Regulatory assets under management: $553.8M.

Registration

• CRD: 109847
• SEC file number: 801-34233
• Type: Registered investment adviser
• Location: 12455 SW 68TH AVENUE, PORTLAND, OR, 97223
• Phone: 503-597-2222
• Latest filing: 2021-02-16
• Regulatory AUM: $553.8M
• Discretionary AUM: $529.4M
• Non-discretionary AUM: $24.5M
• Clients: 8
• Accounts: 1,414

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 109847 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search