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SELLWOOD INVESTMENT PARTNERS LLC
PORTLAND, OR
(503) 596-2880
SEC #801-76867Total AUM
$2.3B
Employees
16Clients
72Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6650 SW REDWOOD LANE
SUITE 370
PORTLAND
OR 97224
United States
SUITE 370
PORTLAND
OR 97224
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
(503) 596-2880
Financials
Total AUM
$2.3B
Accounts
72Discretionary
$2.3B
Accounts
72Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
11AUM
$128M
Pension/Profit Sharing Plan Clients
20AUM
$594.1M
Charitable Organization Clients
36AUM
$1.5B
Corporation or Business Clients
5AUM
$40M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% ASSETS UNDER ADVISEMENT
Compliance
Disclosures
None reported
State Registrations
ORTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.