JGP Wealth Management is an investment advisor in Portland with $979.38 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
823656428
SEC advisor number
801-112288
FINRA CRD number
290694
AUM ?
$1.08 bn
(as of 14 Feb 24)
Accounts
2,682
(as of 14 Feb 24)
Employees
18
(12 investment advisory or research)
Address
JGP Wealth Management
760 SW 9TH AVENUE, SUITE 2350
PORTLAND
OR 97205
760 SW 9TH AVENUE, SUITE 2350
PORTLAND
OR 97205
Phone
5034466450
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22