Mcgee Financial Strategies Inc. (Portland)

Name: Mcgee Financial Strategies Inc.
Address: 12455 Sw 68 Th Avenue, Portland, OR, 97223
Telephone: 503-597-2222

Mcgee Financial Strategies Inc. is a large advisory firm based in Portland. It manages $202.91 million of regulatory assets for 575 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Oregon, Texas, and Washington.

Mcgee Financial Strategies provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcgee Financial Strategies: assets under management

The assets under management (AUM) of Mcgee Financial Strategies Inc. is $202.91 million. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $197.2 million in discretionary accounts and $5.71 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $352.77 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $357.18 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcgee Financial Strategies Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mcgee Financial Strategies Inc.

Judith Ann Headington Mcgee has been acting as President since 1 Jan 2000. Judith Ann Mcgee joined the executive team most recently as the Chairman/Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Judith Ann Headington Mcgee	President/ceo	1 Jan 2000	75% - 100%	861504
Deanna Linette Baldwin	Corp. sec./ceo	1 Jan 2000	Other	1490054
D. Linette Dobbins	Corp. sec./ceo	1 Jan 2000	Other	1490054
Judith Ann Mcgee	Chairman/ceo	1 Jan 2005	75% - 100%	861504
D. Linette Dobbins	President/coo/cco	1 Jan 2005	Other	1490054

Based in Portland

The principal office where Mcgee Financial Strategies Inc. performs its advisory services is located at 12455 Sw 68 Th Avenue, Portland, OR 97223, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-597-2222 or by fax 503-598-8515. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.mcgeenet.com.