Sellwood Consulting LLC

Sellwood Consulting LLC (CRD# 164696) is a financial advisory firm headquartered in Portland, OR. They manage $1,273,600,000 in 54 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,274
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $23,585,185
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, TX

Financial Advisors at Sellwood Consulting LLC
Showing 1 - 7 of 7 top financial advisors.
1
Ryan W. Harvey
CRD#: 6087348
6650 Sw Redwood Lane, Suite 370, Portland, OR 97224

Ryan Harvey (CRD# 6087348) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has 1 year of experience in the finance industry.

2
Ashlee D. Moehring
CRD#: 5873283
6650 Sw Redwood Lane, Suite 370, Portland, OR 97224

Ashlee Moehring (CRD# 5873283) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has over 8 years of experience in the finance industry.

3
Kevin R. Raymond
CRD#: 2863740
6650 Sw Redwood Lane, Suite 370, Portland, OR 97224

Kevin Raymond (CRD# 2863740) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has over 8 years of experience in the finance industry.

4
Charles J. Waibel
CRD#: 2974431
6650 Sw Redwood Lane, Suite 370, Portland, OR 97224

Charles Waibel (CRD# 2974431) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has over 26 years of experience in the finance industry.

5
Nicholas A. Woodward
CRD#: 6745571
6650 Sw Redwood Lane, Suite 370, Portland, OR 97224

Nicholas Woodward (CRD# 6745571) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has 1 year of experience in the finance industry.

6
Ruth L. Zimmerman
CRD#: 6589039
6650 Sw Redwood Lane, Suite 370, Portland, OR 97224

Ruth Zimmerman (CRD# 6589039) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has over 8 years of experience in the finance industry.

7
Ryan E. Fitzgerald
CRD#: 7356477
6650 Sw Redwood Lane, Suite 370, Portland, OR 97224

Ryan Fitzgerald (CRD# 7356477) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has 1 year of experience in the finance industry.

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