Investment adviser · CRD 110200

SCHELLER FINANCIAL SERVICES

Investment adviser filing (IA)

SCHELLER FINANCIAL SERVICES INC.

PORTLAND, OR, United States · Form ADV filed Apr 4, 2012

Regulatory AUM
$28.1M
Form ADV · Item 5.F
Client accounts
314
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 4, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly

Principal office

12909 SW 68TH PARKWAY, SUITE 150
PORTLAND, OR, 97223-9726, United States

CRD 110200

Filing source

Form ADV 637663 · Apr 4, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.