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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Alpha
- Established Date
- 02-02-2018
- Office Locations
- 1
Office Locations
About Lifelong Wealth Management Group, LLC
Lifelong Wealth Management Group is a Lake Oswego/Portland, OR–based registered investment adviser providing wealth management and comprehensive financial planning. Services include portfolio management plus retirement, estate, insurance, tax, college savings, and business planning, with mortgage strategy integrated into the overall plan. Public filings indicate portfolios emphasize ETFs and U.S. government/agency bonds, with custody relationships including Schwab and Vanguard.
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Owner & Executives
JASON ADAM GONG
Chief Compliance Officer, Financial Professional, Managing Member
- CRD
- #2684816
- Ownership
- 75% or more
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Jane Ferguson
--
- CRD
- #7547676
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,740,000 | $651,016 |
| Non-Discretionary | $0 | -- |
| Total | $121,740,000 | $651,016 |
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Separately Managed Accounts
Total SMA Asset: $121,740,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $744,961,054 | 20.3% |
| Municipal Bonds | $429,361,790 | 11.7% |
| Cash | $972,486,105 | 26.5% |
| Public Funds | $455,050,102 | 12.4% |
| U.S. Government/Agency | $1,067,899,836 | 29.1% |
| Total | $3,669,758,887 | 100.0% |