Old Growth Financial LLC
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 313025
- Website
- oldgrowthfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Old Growth Financial LLC is an Oregon-based limited liability company owned by an individual that operates as a capital allocator and advisor to private clients. The firm's primary advisory activities are financial planning, discrete portfolio management for individuals and small businesses, and the selection of other advisers on clients' behalf. Compensation is flexible: the firm lists percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The snapshot profile flags the firm as not active on ESG investing and not structured as a multi-state adviser. It is listed as an established entity rather than newly formed, and it does not present itself as a pension consultant or a related adviser. The firm’s internal classification is recorded as unclassified.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Stefanie Pickard
OwnerCRD 7154997
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Multnomah
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
- Multnomah
- Address
- 3759 Ne Mlk Jr Blvd
- Time zone
- PT (UTC-8)
- Office locations
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