Government Portfolio Advisors LLC
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 170384
- Registered since
- February 18, 2014
- Website
- gpafixedincome.com
- Custodians
- PRINCIPAL SECURITIES, INC., U.S. BANK, N.A., ZIONS BANK
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- State / Municipal Government99.94%
- HNWI0.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Government Portfolio Advisors LLC is a limited liability company that has been SEC-registered since 2014 and is organized as an institutional registered investment adviser. The firm primarily serves institutional clients while also providing portfolio management for individuals, small businesses, and other business or institutional accounts. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. The adviser reports a fixed-income preference and does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator. Ownership is listed as individual.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds71%
- Private Funds14%
- Investment Grade Corp Bonds6%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Mitchell Henke
Chief Operating OfficerCRD 5185501
Contacts
3 of 6
Ryan Abou-Haidar
Operations ManagerCRD 7873891
Michael Clark
PrincipalCRD 2226398
Francis Mcdonnell
Investment Adviser RepresentativeCRD 4584225
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 6650 Sw Redwood Ln
- Time zone
- PT (UTC-8)
- Office locations
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