Cable Hill Partners, LLC

Cable Hill Partners, LLC (CRD# 168252) is a financial advisory firm headquartered in Portland, OR. They manage $1,202,738,550 in 2,234 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,203
    MILLION
  • Total Number of Accounts
    2,234
    ACCOUNTS
  • Average Account Value
    $538,379
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, MA, NY, OR, TX, WA

Financial Advisors at Cable Hill Partners, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Kendall B. Acheson
CRD#: 5363756
1155 Sw Morrison Street, Suite 400, Portland, OR 97205

Kendall Acheson (CRD# 5363756) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 13 years of experience in the finance industry. Kendall Acheson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ryan J. Christensen
CRD#: 4550084
1155 Sw Morrison Street, Suite 400, Portland, OR 97205

Ryan Christensen (CRD# 4550084) 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.

3
David B. Christian
CRD#: 2227429
1155 Sw Morrison Street, Suite 400, Portland, OR 97205

David Christian (CRD# 2227429) 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 has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Shelby A. Desiervo
CRD#: 6431106
1155 Sw Morrison Street, Suite 400, Portland, OR 97205

Shelby Desiervo (CRD# 6431106) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 6 years of experience in the finance industry. Shelby Desiervo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jeffrey A. Gates
CRD#: 1673637
806 Sw Broadway, Suite 1000, Portland, OR 97205

Jeffrey Gates (CRD# 1673637) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 18 years of experience in the finance industry. Jeffrey Gates has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Brian M. Hefele
CRD#: 2602465
1155 Sw Morrison Street, Suite 400, Portland, OR 97205

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

7
Jeffrey C. Krum
CRD#: 1248966
1155 Sw Morrison Street, Suite 400, Portland, OR 97205

Jeffrey Krum (CRD# 1248966) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 37 years of experience in the finance industry.

8
Christopher J. McRae
CRD#: 6693030
1155 Sw Morrison Street, Suite 400, Portland, OR 97205

Christopher McRae (CRD# 6693030) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 4 years of experience in the finance industry.

9
Anna K. Shaw
CRD#: 6762106
1155 Sw Morrison Street, Suite 400, Portland, OR 97205

Anna Shaw (CRD# 6762106) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 4 years of experience in the finance industry.

10
Andrea J. Sunada
CRD#: 6636089
1155 Sw Morrison Street, Suite 400, Portland, OR 97205

Andrea Sunada (CRD# 6636089) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 4 years of experience in the finance industry.

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