Overview
Assets Under Management: $2.5 billion
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 86
Average Client Assets: $3 million
Frequently Asked Questions
DESCHUTES INVESTMENT CONSULTING, 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 #155312), DESCHUTES INVESTMENT CONSULTING, LLC is subject to fiduciary duty under federal law.
DESCHUTES INVESTMENT CONSULTING, LLC is headquartered in PORTLAND, OR.
DESCHUTES INVESTMENT CONSULTING, LLC serves 86 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, DESCHUTES INVESTMENT CONSULTING, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
DESCHUTES INVESTMENT CONSULTING, LLC manages $2.5 billion in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, DESCHUTES INVESTMENT CONSULTING, 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, Educational Seminars
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.37
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 340
Discretionary Accounts: 262
Non-Discretionary Accounts: 78
Regulatory Filings
CRD Number: 155312
Last Filing Date: 2025-02-26 00:00:00
Website: https://deschutesinvestment.com