Old Growth Financial LLC

RIAState 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 an Oregon-based limited liability company owned by an individual that operates as a capital allocator and advisor to private clients. The firm's primary advisory activities are financial planning, discrete portfolio management for individuals and small businesses, and the selection of other advisers on clients' behalf. Compensation is flexible: the firm lists percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The snapshot profile flags the firm as not active on ESG investing and not structured as a multi-state adviser. It is listed as an established entity rather than newly formed, and it does not present itself as a pension consultant or a related adviser. The firm’s internal classification is recorded as unclassified.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Contacts

1 of 1
  • Stefanie Pickard

    Stefanie Pickard

    OwnerCRD 7154997

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

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