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SELLWOOD INVESTMENT PARTNERS LLC
Tel: (503) 596-2880
6650 Sw Redwood Lane Suite 370
Portland, Oregon 97224
SELLWOOD INVESTMENT PARTNERS LLC
SELLWOOD INVESTMENT PARTNERS LLC is a Portland, Oregon based financial advisory firm with nearly $1,883,200,000 in assets under management and provides investment advisory services for 68 clients. There are currently 15 financial advisors at the firm.
General Information
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)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (% ASSETS UNDER ADVISEMEN
Firm CRD#:
164696
SEC#:
801-76867
No. of Clients:
68
Assets under Management
$1,883,200,000
No. of Advisors:
15
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