OLD GROWTH FINANCIAL LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
PORTLAND, Oregon
CRD number
313025
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Old Growth Financial LLC is a privately held limited liability company run by an individual owner that describes itself as a capital allocator and adviser to individuals and small businesses. Its registered activities emphasize financial planning, portfolio management for individuals/small businesses, and the selection of other advisers on behalf of clients. Compensation arrangements are flexible and include asset-based fees, hourly billing, and fixed-fee engagements. Regulatory and classification details in the available record are sparse: the firm’s SEC registration year is not listed, it is not identified as a multi-state adviser, and it does not report active ESG investing or pension consulting as part of its stated profile. The firm is not labeled as a related adviser to another entity.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Stefanie Pickard

    OwnerCRD 7154997

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PORTLAND, OR

MULTNOMAH

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
MULTNOMAH
Address
3759 NE Mlk Jr Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth