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TMG WEALTH ADVISORS, INC.

MORGAN, KURT EVAN

CRD 155180

Visit website

14631 SW MILLIKAN WAY, SUITE 68, BEAVERTON, OR, 97003-2999, United States

Phone

503-533-4929

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$29.3M

Discretionary AUM

$29.3M

Team

2 total employees; 1 advisory reps; 35 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Corporation

Filing date

2024-09-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals35$29.3M

All web addresses on file

Official SEC filing: View on IAPD