Government Portfolio Advisors LLC

RIASEC RegisteredEst. 2014
Total AUM
$35.1B
Discretionary
$1.3B
4% of AUM
Avg account
$462M
Accounts
76
Employees
11
Advisory reps
6

Firm details

Headquarters
Portland, Oregon
CRD number
170384
Registered since
February 18, 2014
Custodians
PRINCIPAL SECURITIES, INC., U.S. BANK, N.A., ZIONS BANK
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • State / Municipal Government99.94%
  • HNWI0.06%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Government Portfolio Advisors LLC is an institutional registered investment adviser formed as an LLC in 2014 that focuses on managing fixed‑income portfolios for institutional clients. The firm is owned by an individual and provides advisory services to both businesses/institutions and to individuals or small businesses, although its reported client base is institutional. It charges a mix of percentage of AUM, hourly, and fixed fees. The adviser is not an active ESG investor, is not registered as a multi‑state adviser, and does not describe itself as a pension consultant or related adviser. It does not act as a capital allocator in the sense of making direct private equity or venture commitments on behalf of clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 71%, Private Funds 14%, Investment Grade Corp Bonds 6%, Public Funds/Mutual Funds 4%, Cash & Cash Equivalents 3%, Exchange Traded Equities 2%, State & Local Bonds 1%71%
  • US Government Bonds71%
  • Private Funds14%
  • Investment Grade Corp Bonds6%
  • Public Funds/Mutual Funds4%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Mitchell Henke

    Mitchell Henke

    Chief Operating OfficerCRD 5185501

Contacts

3 of 5
  • Deanne Woodring

    Deanne Woodring

    Principal and PresidentCRD 1088213

  • Whitney Maher

    Whitney Maher

    Client Service ManagerCRD 4991630

  • Michael Clark

    Michael Clark

    PrincipalCRD 2226398

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Portland, OR

Washington

Location

Portland, OR

Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Washington
Address
6650 Sw Redwood Ln
Time zone
PT (UTC-8)
Office locations

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