Sellwood Consulting LLC
Sellwood Consulting LLC (CRD# 164696) is a financial advisory firm headquartered in Portland, OR. They manage $1,565,000,000 in 64 accounts and serve the financial needs of clients across 2 states (or territories).
-
Total Assets Under Management1,565MILLION
-
Total Number of Accounts64ACCOUNTS
-
Average Account Value$24,453,125
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
OR, TX
Ryan Harvey (CRD# 6087348) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has 1 year of experience in the finance industry.
Ashlee Moehring (CRD# 5873283) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has over 8 years of experience in the finance industry.
Kevin Raymond (CRD# 2863740) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has over 9 years of experience in the finance industry.
Charles Waibel (CRD# 2974431) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has over 26 years of experience in the finance industry.
Nicholas Woodward (CRD# 6745571) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has 1 year of experience in the finance industry.
Ruth Zimmerman (CRD# 6589039) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has over 8 years of experience in the finance industry.
Amy Acevedo (CRD# 7822677) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has 1 year of experience in the finance industry.
Ryan Fitzgerald (CRD# 7356477) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has 1 year of experience in the finance industry.