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.
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 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.
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.
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.
You can reach the main office by calling the phone number 971-218-4053 or by fax 503-339-7546. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.