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Building 2SCHELLER FINANCIAL SERVICES

Map pinPORTLAND, OR
Phone503-297-5288
NotebookSEC #801-58027
Total AUM
$28.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12909 SW 68TH PARKWAY
SUITE 150
PORTLAND
OR 97223-9726
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
503-297-5288

ReceiptFinancials

Total AUM
$28.1M
Accounts
314
Discretionary
$19.5M
Accounts
233
Non-Discretionary
$8.6M
Accounts
81

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
AS NEGOTIATED WITH CLIENT

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAORWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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