← Back to searchVisit website
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
CRD 323146 · SEC 801-126661
7160 SW FIR LOOP, SUITE 201, PORTLAND, OR, 97223, United States
Phone
503-253-3000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$173.5M
Discretionary AUM
$173.5M
Team
7 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 496 | $141.4M |
| High net worth individuals | 15 | $26.1M |
| Pension/profit sharing plans | 37 | $4.8M |
| Corporations/business entities | 1 | $1.2M |
States served
AZ, CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD