TMG WEALTH ADVISORS, INC.
Firm details
- Headquarters
- BEAVERTON, Oregon
- CRD number
- 155180
- Website
- www.tmgwealth.net
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Tmg Wealth Advisors, Inc. operates as an independent registered investment advisor, focusing on providing a range of financial services to individuals and families. The firm is structured as a corporation and is owned by an individual. Tmg Wealth Advisors engages in various business activities, including serving as a registered representative of a broker-dealer and functioning as an insurance broker. Their advisory services encompass financial planning, portfolio management for individuals and small businesses, and pension consulting, along with the selection of other advisers. The firm does not actively pursue ESG investments and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1KURT MORGAN
President and CEOCRD 1652357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BEAVERTON, OR
WASHINGTON
Location
BEAVERTON, OR
Headquartered in BEAVERTON, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- WASHINGTON
- Address
- 14631 SW Millikan Way
- Time zone
- PT (UTC-8)
- Office locations
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