SELLWOOD INVESTMENT PARTNERS LLC - Financial Advisor in Oregon, Portland

Tel: (503) 596-2880 6650 Sw Redwood Lane Suite 370 Portland, Oregon 97224

About 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

Firm CRD#:

164696

Firm SEC#:

801-76867

Assets Under Management:

$1,883,200,000

No. of Clients:

No. of Advisors:

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 ADVISEMENT)

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