Be advised. This firm is no longer registered.

Sellery Portfolio Management, LLC

Sellery Portfolio Management, LLC (CRD# 173077) is a financial advisory firm headquartered in Indianapolis, IN. They manage $2,475,000 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10401 N. Meridian St., Suite 100, Indianapolis, IN 46290
http://www.selleryportfolios.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $91,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

IN

Financial Advisors at Sellery Portfolio Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Sellery, financial advisor Indianapolis IN
William S. Sellery
CRD#: 5019589
10401 N. Meridian St., Suite 100, Indianapolis, IN 46290
93
Wealthminder
score

William Sellery (CRD# 5019589) is an Investment Advisor Representative working at Sellery Portfolio Management, LLC in Indianapolis, IN and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals