Sellwood Investment Partners LLC

RIASEC Registered

Total AUM

$2.3B

Discretionary

$2.3B

100% of AUM

Avg account

$31.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Portland, Oregon
CRD number: 164696
Registered since: July 5, 2012
Website: www.sellwoodconsulting.com
Custodians: CHARLES SCHWAB & CO., INC., U.S. BANK, N.A., MIDWEST INSTITUTIONAL TRUST SERVICES
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Charitable Organizations66.61%
Pension & Profit Sharing Plans26.03%
HNWI5.61%
Corporations / Businesses1.75%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sellwood Investment Partners LLC is an institutional RIA structured as an LLC and registered with the SEC in 2012. The firm serves both individual & family clients and institutional accounts and operates as a capital allocator and pension consultant. Its advisory scope includes portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Fee arrangements are flexible, including asset-based fees, hourly charges, fixed fees and other structures. The firm is not an active ESG investor.