Overview
Assets Under Management: $1.7 billion
Headquarters: BEND, OR
High-Net-Worth Clients: 225
Average Client Assets: $2 million
Frequently Asked Questions
ADVISORY SERVICES & INVESTMENTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108138), ADVISORY SERVICES & INVESTMENTS, LLC is subject to fiduciary duty under federal law.
ADVISORY SERVICES & INVESTMENTS, LLC is headquartered in BEND, OR.
ADVISORY SERVICES & INVESTMENTS, LLC serves 225 high-net-worth clients according to their SEC filing dated March 30, 2024. View client details ↓
According to their SEC Form ADV, ADVISORY SERVICES & INVESTMENTS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ADVISORY SERVICES & INVESTMENTS, LLC manages $1.7 billion in client assets according to their SEC filing dated March 30, 2024.
According to their SEC Form ADV, ADVISORY SERVICES & INVESTMENTS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 225
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.17
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 418
Discretionary Accounts: 397
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 108138
Last Filing Date: 2024-03-30 00:00:00
Website: https://asiwealthmanagement.com