Active
MCS FAMILY WEALTH ADVISORS
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$156.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 156.7M |
| Non-Discretionary | 67K |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 106327 |
| SEC Number | 801-36692 |
| Phone | 541-345-7023 |
| Fax | 541-345-9871 |
| Total Employees | 2 |
Client Count by Type (68 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 52 |
| Individuals (other than H… | 13 |
| Pension/Profit Sharing Pl… | 3 |
County data not available for this organization.