WEALTH TRAK FINANCIAL SERVICES, LLC

WEALTH TRAK FINANCIAL SERVICES, LLC of GRESHAM, OR is an SEC-registered investment adviser (CRD 145427). Regulatory assets under management: $16.1M.

Registration

• CRD: 145427
• SEC file number: 801-68542
• Type: Registered investment adviser
• Location: 886 NW COUNCIL DRIVE, GRESHAM, OR, 97030-3752
• Phone: 503-667-4186
• Latest filing: 2010-02-25
• Regulatory AUM: $16.1M
• Discretionary AUM: $16.1M
• Clients: 1
• Accounts: 18

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• CRD 145427 on SEC IAPD (source of record)
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