Overview
Assets Under Management: $2.5 billion
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 86
Average Client Assets: $3 million
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