Wellspring Advisors, Inc.
Wellspring Advisors, Inc. (CRD# 147861) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $219,995,831 in 1,185 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management220MILLION
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Total Number of Accounts1,185ACCOUNTS
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Average Account Value$185,650
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, OR, TX, WA
Scott Abrahamson (CRD# 4299120) is an Investment Advisor Representative working at Wellspring Advisors, Inc. in Lake Oswego, OR and has over 23 years of experience in the finance industry.
Gregory Allen (CRD# 4395102) is an Investment Advisor Representative working at Wellspring Advisors, Inc. in Lake Oswego, OR and has over 17 years of experience in the finance industry.
Charles Childress (CRD# 1508267) is an Investment Advisor Representative working at Wellspring Advisors, Inc. in Lake Oswego, OR and has over 37 years of experience in the finance industry.
Christopher Pawlowski (CRD# 6157861) is an Investment Advisor Representative working at Wellspring Advisors, Inc. in Lake Oswego, OR and has over 9 years of experience in the finance industry.