Sellwood Consulting LLC is a large advisory firm based in Portland. It manages $420.4 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Oregon.
Sellwood Consulting provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and investment consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sellwood Consulting LLC is $420.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1298% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sellwood Consulting LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Sellwood Consulting is charitable organizations with 9 clients and $219.8 million of assets under management. Among the 11 most similar advisory firms, Sellwood Consulting has the highest percentage of charitable organizations out of all clients.
The amount of regulatory assets under management is $420.4 million for 27 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Sellwood Consulting doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Sellwood Consulting LLC performs its advisory services is located at 6650 Sw Redwood Lane, Portland, OR 97224, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (503) 596-2880. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at sellwoodconsulting.com.