SCHELLER FINANCIAL SERVICES INC.
SCHELLER FINANCIAL SERVICES INC. of PORTLAND, OR is an SEC-registered investment adviser (CRD 110200). Regulatory assets under management: $28.1M.
Registration
- CRD: 110200
- SEC file number: 801-58027
- Type: Registered investment adviser
- Location: 12909 SW 68TH PARKWAY, SUITE 150, PORTLAND, OR, 97223
- Phone: 503-297-5288
- Latest filing: 2012-04-04
- Regulatory AUM: $28.1M
- Discretionary AUM: $19.5M
- Non-discretionary AUM: $8.6M
- Clients: 1
- Accounts: 314
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| SCHELLER FRED CHRISTIAN | CHAIRMAN; CHAIRMAN /CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER/CHIEF OPERATIONS OFFICER/CHIEF LEGAL OFFICER; OWNER (+2 more) | — |
| HARRIS PATRICK | OWNER; PRESIDENT | — |
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