サインイン 無料でサインアップします。

Sellery Portfolio Management, LLC (Indianapolis)


Sellery Portfolio Management, LLC is an adviser based in Indianapolis. It manages $2.48 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Indiana.

Logo

Sellery Portfolio Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sellery Portfolio Management: assets under management

The assets under management (AUM) of Sellery Portfolio Management, LLC is $2.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $91.67 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sellery Portfolio Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
David Sheaff Gilreath Member 1 Jan 2012 50% - 75% 730793
Ronald Robert Brock Member 1 Jan 2012 50% - 75% 1349947
William Samuel Sellery Member 1 Sep 2014 75% - 100% 5019589

Based in Indianapolis

The principal office where Sellery Portfolio Management, LLC performs its advisory services is located at 8801 River Crossing Blvd., Indianapolis, IN 46240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-814-5020 or by fax 317-705-5110. The normal business hours are 9:30 - 4:00 on Monday - Friday. You can find more information about the New York firm at selleryportfolios.com.


Registered investment advisers similar to Sellery Portfolio Management, LLC