SCHELLER FINANCIAL SERVICES INC.
Legal name: SCHELLER FINANCIAL SERVICES
CRD #110200 SEC #801-58027 PORTLAND, OR 503-297-5288
SEC Registered
Total AUM
$33.5M
Discretionary
$25.8M
Employees
1
Clients
251
Accounts
538
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $28.1M | $19.5M | $8.6M | 1 | 300 |
| Mar 2012 | $28.1M | $19.5M | $8.6M | 1 | 300 |
| Mar 2012 | $34.4M | $26.7M | $7.7M | 1 | 300 |
| Nov 2011 | $33.5M | $25.8M | $7.7M | 1 | 300 |
| Mar 2011 | $33.5M | $25.8M | $7.7M | 5 | -- |
| Mar 2011 | $31.9M | $24.8M | $7.1M | 5 | -- |
| Oct 2009 | $29.5M | $24.8M | $4.8M | 10 | -- |
| May 2007 | $43.4M | $36M | $7.4M | 5 | -- |
| Apr 2007 | $43.4M | $36M | $7.4M | 5 | -- |
| Mar 2006 | $44.5M | $38.2M | $6.3M | 10 | -- |
| Sep 2005 | $39.5M | $34.6M | $5M | -- | -- |
| Sep 2005 | $39.5M | $34.6M | $5M | -- | -- |
| Sep 2005 | $39.5M | $34.6M | $5M | -- | -- |
| Jul 2004 | $35.3M | $31.1M | $4.2M | -- | -- |
| Nov 2003 | $30.1M | $26.9M | $3.2M | -- | -- |
| Nov 2001 | $18.2M | $18.2M | $0 | 10 | -- |
| Nov 2001 | $18.2M | $18.2M | $0 | 10 | -- |
| Sep 2001 | $18.2M | $18.2M | $0 | 10 | -- |
| May 2001 | $25M | $25M | $0 | 5 | -- |
DateApr 2012
Total AUM$28.1M
Discretionary$19.5M
Non-Disc.$8.6M
Employees1
Clients300
DateMar 2012
Total AUM$28.1M
Discretionary$19.5M
Non-Disc.$8.6M
Employees1
Clients300
DateMar 2012
Total AUM$34.4M
Discretionary$26.7M
Non-Disc.$7.7M
Employees1
Clients300
DateNov 2011
Total AUM$33.5M
Discretionary$25.8M
Non-Disc.$7.7M
Employees1
Clients300
DateMar 2011
Total AUM$33.5M
Discretionary$25.8M
Non-Disc.$7.7M
Employees5
Clients--
DateMar 2011
Total AUM$31.9M
Discretionary$24.8M
Non-Disc.$7.1M
Employees5
Clients--
DateOct 2009
Total AUM$29.5M
Discretionary$24.8M
Non-Disc.$4.8M
Employees10
Clients--
DateMay 2007
Total AUM$43.4M
Discretionary$36M
Non-Disc.$7.4M
Employees5
Clients--
DateApr 2007
Total AUM$43.4M
Discretionary$36M
Non-Disc.$7.4M
Employees5
Clients--
DateMar 2006
Total AUM$44.5M
Discretionary$38.2M
Non-Disc.$6.3M
Employees10
Clients--
DateSep 2005
Total AUM$39.5M
Discretionary$34.6M
Non-Disc.$5M
Employees--
Clients--
DateSep 2005
Total AUM$39.5M
Discretionary$34.6M
Non-Disc.$5M
Employees--
Clients--
DateSep 2005
Total AUM$39.5M
Discretionary$34.6M
Non-Disc.$5M
Employees--
Clients--
DateJul 2004
Total AUM$35.3M
Discretionary$31.1M
Non-Disc.$4.2M
Employees--
Clients--
DateNov 2003
Total AUM$30.1M
Discretionary$26.9M
Non-Disc.$3.2M
Employees--
Clients--
DateNov 2001
Total AUM$18.2M
Discretionary$18.2M
Non-Disc.$0
Employees10
Clients--
DateNov 2001
Total AUM$18.2M
Discretionary$18.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2001
Total AUM$18.2M
Discretionary$18.2M
Non-Disc.$0
Employees10
Clients--
DateMay 2001
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees5
Clients--