Charles
Petitjean
Cable Hill Partners, LLC
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About this Advisor
Charles Petitjean is a certified financial planner based out of Portland, Oregon with 1 year of relevant experience. Petitjean is currently employed by Cable Hill Partners, LLC. During their career, Petitjean has held roles at Barker Wealth Management, LLC, Mercer, LLC, Oregon State University, Tigard High School and Cable Hill Partners, LLC. Petitjean maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Oregon. Cable Hill Partners, LLC is a business operating out of Portland, OR. It controls $1 billion in assets under management across its 2,561 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 2,561 client accounts, 44% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management are based on the services. Fee types charged by Cable Hill Partners, LLC most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cable Hill Partners, LLC Brokerage Details
$1,310,535,234
25
2,561
$511,728
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Charles Petitjean Work History
Charles has been registered as a financial advisor for 1 years.*
Cable Hill Partners, LLC
Barker Wealth Management, LLC
Mercer, LLC
Oregon State University
Tigard High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Petitjean to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cable Hill Partners, LLC
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
