S
$85.5M Total AUM
$85.5M Disc. AUM
-- 3Y CAGR
1 Employees
55 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Tiaa · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-07-2015
- Office Locations
- 1
Office Locations
-- Portland OR
About Seagrass Financial, LLC
Seagrass Financial is a founder-led, fee-only RIA in Portland, Oregon providing financial planning and portfolio management for retail clients. The firm builds diversified portfolios using public funds, with an allocation and risk-management focus that can include index funds, mutual funds, and ETFs. Custody relationships include Charles Schwab.
Team overview
-- AVG AGE
$85.5M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Fund Managers
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Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
L
LINDEN CORNETT
Chief Compliance Officer, President
- CRD
- #6558447
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,527,507 | -- |
| Non-Discretionary | $0 | -- |
| Total | $85,527,507 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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