WEALTH TRAK FINANCIAL SERVICES, LLC
CRD #145427 SEC #801-68542 GRESHAM, OR 503-667-4186
SEC Registered
Total AUM
$28.8M
Discretionary
$20M
Employees
5
Clients
25
Accounts
26
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2009 | $28.8M | $20M | $8.7M | 5 | -- |
| Oct 2007 | $27.3M | $27.3M | $0 | 5 | -- |
DateFeb 2009
Total AUM$28.8M
Discretionary$20M
Non-Disc.$8.7M
Employees5
Clients--
DateOct 2007
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees5
Clients--