JGC WEALTH MANAGEMENT, LLC
Doing business as JGC TAX & WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$132,030,176
Discretionary
$109,026,963
Non-discretionary
$23,003,213
Firm details
- CRD number
- 165770
- SEC file number
- 801-131726
- Main office
- SALEM, OR, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.