MSP WEALTH MANAGEMENT, LLC of KLAMATH FALLS, OR is an SEC-registered investment adviser (CRD 306522). Regulatory assets under management: $228.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Terrence John Scroggin | MANAGING PARTNER | — |
| Gerrin Patrick Degroot | PARTNER | — |
| Autumn Brooke Armbruster | CHIEF COMPLIANCE OFFICER | — |
| CARR DAYTON THOMAS | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| SCROGGIN TERRENCE JOHN | MANAGING PARTNER | — |
| PETERSON ANDREW ELDON | PARTNER | — |
| DEGROOT GERRIN PATRICK | PARTNER | — |
| ARMBRUSTER AUTUMN BROOKE | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| EAGLE POINT | OR | 2 | 541-826-4380 |
| EAGLE POINT | OR | 2 | 541-826-4380 |