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Home > Retirement Planners > oregon > portland > SELLWOOD INVESTMENT PARTNERS LLC
SELLWOOD INVESTMENT PARTNERS LLC
6650 Sw Redwood Lane
Suite 370
Portland, Oregon 97224
Tel: (503) 596-2880
About SELLWOOD INVESTMENT PARTNERS LLC
SELLWOOD INVESTMENT PARTNERS LLC, formally registered with the SEC as SELLWOOD INVESTMENT PARTNERS LLC. The firm was established in 07/05/2012. They have over 1 offices throughout the country.
SELLWOOD INVESTMENT PARTNERS LLC is a Portland, Oregon based Financial Planning firm with nearly $1,883,200,000 assets under management, offering retirement planning & investment advisory services to 68 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164696 |
| SEC# | 801-76867 |
| Assets Managed by Firm | $1,883,200,000 |
| No. of Clients | 68 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (% ASSETS UNDER ADVISEMENT)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (INVESTMENT CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 68 | $1,883,200,000 |
| High net worth individuals | 9 | $88,900,000 |
| Pension and profit sharing plans | 20 | $506,200,000 |
| Charitable organizations | 34 | $1,255,800,000 |
| Corporations or other businesses | 5 | $32,300,000 |
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