GOVERNMENT PORTFOLIO ADVISORS LLC

RIASEC RegisteredEst. 2014
Total AUM
$35.1B
Discretionary
$1.3B
4% of AUM
Avg account
$462M
Accounts
76
Employees
10
Advisory reps
7

Firm details

Headquarters
PORTLAND, Oregon
CRD number
170384
Registered since
February 18, 2014
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

FINTRX

Overview

Government Portfolio Advisors LLC is a privately held limited liability company that has been SEC-registered since 2014. The firm serves primarily institutional clients while also offering portfolio management services to individuals and small businesses. Its business model combines percentage-of-AUM billing with the option for hourly and fixed fees. The adviser is owned by an individual and is not organized as a capital allocator; it does not identify as an active ESG investor and is not registered as a multi-state adviser. Advisory activity centers on discretionary and non-discretionary portfolio management for both business/institutional sponsors and smaller private clients. The firm’s regulatory and operating descriptors place it outside defined specialty classifications such as pension consulting or related-adviser networks.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 71%, Private Funds 14%, Investment Grade Corp Bonds 6%, Public Funds/Mutual Funds 4%, Cash & Cash Equivalents 3%, Exchange Traded Equities 2%, State & Local Bonds 1%71%
  • 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

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth