Overview
Assets Under Management: $1.7 billion
Headquarters: BEND, OR
High-Net-Worth Clients: 225
Average Client Assets: $2 million
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