Government Portfolio Advisors LLC
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Overview
Government Portfolio Advisors LLC operates as an advisory firm that has its headquarters in Portland, Oregon. Government Portfolio Advisors LLC oversees $16.7 billion in assets across 63 client accounts, making it one of the biggest firms in the nation by assets under management (AUM). It has a small group, including 6 financial advisors. Government Portfolio Advisors LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets like stocks, options and bonds.
Government Portfolio Advisors LLC oversees some of the company's client assets in a discretionary manner. Discretionary management means that transaction decisions are made by an investment advisor without requiring the customer's consent. Government Portfolio Advisors LLC also oversees 51 non-discretionary accounts with a total of $15.3 billion in assets. The company's typical account size is $265.5 million. The typical financial advisor at Government Portfolio Advisors LLC manages about 11 client accounts, making it one of the more personalized firms in the country.
The firm's main office is located at 6650 Sw Redwood Lane, Portland, Oregon 97224. The firm is legally permitted to serve investors throughout a number of states, including California, Nevada, New Mexico, Oregon and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Government Portfolio Advisors LLC by the Numbers
$16.7 billion
8
63
$265.5 million
Fee Structure
Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by the firm may include some blend of the following fee types: asset-based, hourly or fixed. The company does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company caters to high net worth investors and state or municipal government entities. Out of its 63 accounts, Government Portfolio Advisors LLC's biggest client group by number of accounts is state or municipal government entities, though it also serves five high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers reside abroad.
- High-Net-Worth Individuals* - 8.06%
- Other Individuals - 0%
- Corporations - 91.94%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Government Portfolio Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Government Portfolio Advisors LLC
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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