Ruth
Zimmerman
Sellwood Consulting LLC
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About this Advisor
Ruth Zimmerman is a financial advisor operating out of Portland, Oregon with 7 years of industry experience. Zimmerman currently works for Sellwood Consulting LLC. They have spent their complete time as a financial advisor at Sellwood Consulting Llc. Zimmerman holds a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Oregon. Sellwood Consulting LLC is a registered investment business that has its headquarters in Portland, OR. It handles $1 billion in total assets between its 54 accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm serves 23 charitable organizations. Of its 54 client accounts, just 13% are associated with high-net-worth investors who have at least $1 million in assets. The firm has a diverse set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules typically depend on which services are offered. Fees charged by Sellwood Consulting LLC likely are comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sellwood Consulting LLC Brokerage Details
$1,273,600,000
15
54
$23,585,185
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Ruth Zimmerman Work History
Ruth has been registered as a financial advisor for 7 years.*
Sellwood Consulting LLC
*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 Ruth Zimmerman 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 Sellwood Consulting LLC
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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