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AdvisorCensus / Financial advisors / Oregon / Portland, OR / U.S. Bank National Association

Financial advisors in Portland, OR using U.S. Bank National Association

4 SEC-registered investment advisory firms headquartered in the Portland, OR metro area name U.S. Bank National Association as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Portland, OR ยท How this list is built

FirmCityRegistrationAssets band
Becker Capital Management, Inc.PortlandSEC-registered investment adviserOver $5 billion
Government Portfolio Advisors LLCPortlandSEC-registered investment adviserOver $5 billion
RVK, Inc.PortlandSEC-registered investment adviser$500 million to $1 billion
Sellwood Investment Partners LLCPortlandSEC-registered investment adviser$1 billion to $5 billion

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. U.S. Bank National Association nationwide

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AdvisorCensus. Financial advisors in Portland, OR using U.S. Bank National Association. https://advisorcensus.com/advisors/or/portland/custodians/u-s-bank-national-association
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