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.
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 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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Fred Christian Scheller has been acting as President since 1 Jan 2001. Patrick Harris joined the executive team most recently as the President.
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.