Technical Management Group, Inc. (Salem)

Technical Management Group, Inc. is a mid-sized advisory firm based in Salem. It manages $77.84 million of regulatory assets for 170 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Oregon.

Technical Management Group provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Technical Management Group: assets under management

The assets under management (AUM) of Technical Management Group, Inc. is $77.84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 141% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $77.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $457.89 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Technical Management Group, Inc. for their services and products based on a percentage of assets under management. 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 Technical Management Group, Inc.

Steven Ray Beranek has been acting as President since 1 Oct 2008. Sherman Avery Mcnab joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steven Ray Beranek	Chief compliance officer/president	1 Oct 2008	75% - 100%	5444210
Sherman Avery Mcnab	Vice president	1 Jan 2014	Other	1966963

Based in Salem

The principal office where Technical Management Group, Inc. performs its advisory services is located at 1448 Brewster Ave Se, Salem, OR 97302 6416, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.