RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 12, 2009
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KEHOE, ROBERT, BROOKSICHIEF COMPLIANCE OFFICERNA
KEHOE, ROBERT, BROOKSICHIEF COMPLIANCE OFFICERNA
TAYLOR, BUD, LEEICHIEF OPERATING OFFICERNA
TAYLOR, BUD, LEEICHIEF OPERATING OFFICERNA
KEHOE FINANCIAL GROUP, INC.DELLC MEMBERD Control
KEHOE FINANCIAL GROUP, INC.DELLC MEMBERD Control
TAYLOR FINANCIAL GROUP, INC.DELLC MEMBERD Control
TAYLOR FINANCIAL GROUP, INC.DELLC MEMBERD Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
KEHOE, ROBERT, BROOKSIKEHOE FINANCIAL GROUP, INC.E Control
KEHOE, ROBERT, BROOKSIKEHOE FINANCIAL GROUP, INC.E Control
TAYLOR, BUD, LEEITAYLOR FINANCIAL GROUP, INC.E Control
TAYLOR, BUD, LEEITAYLOR FINANCIAL GROUP, INC.E Control

Registrations

Federal

IA
Feb 12, 2009 REGISTERED

Notice Filings (1)

OR

Address

886 NW COUNCIL DRIVE
GRESHAM, OR 97030-3752
United States
Phone: 503-667-4186