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 10 years of experience in the finance industry.

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