Scheller Financial Services, Inc. (Portland)

Name: Scheller Financial Services, Inc.
Address: 9780 Sw Shady Lane, Suite 101, Portland, OR, 97223
Telephone: 503-297-5288

Scheller Financial Services, Inc. is an internet adviser based in Portland. It manages $18.22 million of regulatory assets for 340 client accounts. It has been registered with the SEC as an adviser since 2001.

Scheller Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Scheller Financial Services: assets under management

The assets under management (AUM) of Scheller Financial Services, Inc. is $18.22 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53.59 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scheller Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Scheller Financial Services, Inc.

Fred Christian Scheller has been acting as President since 1 Jan 2001. Patrick Harris joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Fred Christian Scheller	Chairman	1 Jan 1990	75% - 100%	1063971
Fred Christian Scheller	Chairman	1 Jan 2001	75% - 100%	1063971
Patrick Harris	President	1 Jan 2001	Other	1038489

Based in Portland

The principal office where Scheller Financial Services, Inc. performs its advisory services is located at 9780 Sw Shady Lane, Suite 101, Portland, OR 97223, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-297-5288 or by fax 503-291-0211. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.schellerfinancialservices.com.