Cable Hill Partners, LLC
Cable Hill Partners, LLC (CRD# 168252) is a financial advisory firm headquartered in Portland, OR. They manage $1,665,876,483 in 2,740 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management1,666MILLION
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Total Number of Accounts2,740ACCOUNTS
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Average Account Value$607,984
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, MA, NY, OR, TX, WA
Kendall Acheson (CRD# 5363756) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 15 years of experience in the finance industry.
Ryan Christensen (CRD# 4550084) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 23 years of experience in the finance industry.
David Christian (CRD# 2227429) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 25 years of experience in the finance industry.
Shelby Desiervo (CRD# 6431106) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 8 years of experience in the finance industry.
Jeffrey Gates (CRD# 1673637) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 20 years of experience in the finance industry.
WHY CABLE HILL PARTNERS:
With more than 100 years of combined industry experience, the Cable Hill Partners team helps families of business owners, professionals and corporate executives, both locally and nationally, pursue their financial goals with thoughtful, tax-sensitive guidance. We are focused on helping our clients achieve their greatest objectives with simplicity, transparency and a disciplined process to measure their progress. Our guidance is tailored to support their current lifestyles, retirement income needs and legacy aspirations, ensuring they feel comfortable at every step of the way. Our passion is fueled by knowing we make a positive difference in the lives of the families and organizations we serve.
PROFESSIONAL HIGHLIGHTS:
*Certified Financial Planner®, CFP®
*Certified Investment Management Analyst®, CIMA®
GETTING TO KNOW BRIAN HEFELE:
I am passionate about education and, along with my wife Nici, proudly support Chapman Elementary school, where our two children attend. We are also advocates of local community organizations Friendly House and Big Brothers Big Sisters. I enjoy keeping fit and can be found early mornings running the hills of Portland with fellow Early Bird MAC members. As a golf addict, I also attempt to squeeze in an occasional round at Columbia Edgewater. Most importantly, I love spending time with my family coaching their athletic team of the season and exploring the many adventures Oregon offers.
I WOULD WELCOME A CONNECTION IF:
*You are a CPA or attorney interested in providing a resource for your clients
*You are in need of customized, holistic financial advice and guidance
*You want to hear more about our wealth management process
*You are interested in discussing our approach to estate planning services
Todd Hobson (CRD# 5591570) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 15 years of experience in the finance industry.
Christopher McRae (CRD# 6693030) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 7 years of experience in the finance industry.
Anna Shaw (CRD# 6762106) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 7 years of experience in the finance industry.
Jennifer Estner (CRD# 7171026) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 2 years of experience in the finance industry.