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ASI WEALTH MANAGEMENT & CONSULTING SERVICES
15 Sw Colorado
Suite 280
Bend, Oregon 97702-1129
Tel: 541-617-0898
About ASI WEALTH MANAGEMENT & CONSULTING SERVICES
ASI WEALTH MANAGEMENT & CONSULTING SERVICES, formally registered with the SEC as ASI WEALTH MANAGEMENT & CONSULTING SERVICES. The firm was established in 11/06/1997. They have over 5 offices throughout the country.
ASI WEALTH MANAGEMENT & CONSULTING SERVICES is a Bend, Oregon based Financial Planning firm with nearly $1,728,004,990 assets under management, offering retirement planning & investment advisory services to 418 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108138 |
| SEC# | 801-55026 |
| Assets Managed by Firm | $1,728,004,990 |
| No. of Clients | 418 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 418 | $1,728,004,990 |
| Individuals (other than high net worth individuals) | 155 | $44,981,180 |
| High net worth individuals | 225 | $538,700,992 |
| Pension and profit sharing plans | 24 | $799,240,025 |
| Charitable organizations | 10 | $318,474,307 |
| Corporations or other businesses | 4 | $26,608,486 |
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