SEC Form ADV

PRACTICE FINANCIAL GROUP

Registered Investment AdviserOR
$436.8M
Assets Under Management
48
Total Clients
28
Employees
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Registration Details

Accession
crd-289256
Location
JACKSONVILLE, OR
Filing Date
July 31, 2026
AUM
$436.8M
Total Clients
48
Institutional Clients
236
Employees
28
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

PRACTICE FINANCIAL GROUP is a registered investment adviser headquartered in JACKSONVILLE, OR, managing approximately $436.8M in assets across 48 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.