15 Sw Colorado
Suite 280
Bend, Oregon 97702-1129
Tel: 541-617-0898
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 $1,465,727,757 assets under management, offering retirement planning & investment advisory services to 412 clients. The firm is staffed with 17 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 108138 |
SEC# | 801-55026 |
Assets Managed by Firm | $1,465,727,757 |
No. of Clients | 412 |
No. of Advisors | 17 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 412 | $1,465,727,757 |
Individuals (other than high net worth individuals) | 176 | $55,489,002 |
High net worth individuals | 194 | $442,957,904 |
Pension and profit sharing plans | 26 | $663,615,731 |
Charitable organizations | 11 | $242,027,881 |
Corporations or other businesses | 5 | $61,637,239 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$16,725,387,863 | 63 | 8 | |
$16,214,303,154 | 116850 | 82 | |
$13,067,305,312 | 425 | 37 | |
$7,145,593,038 | 3808 | 55 | |
$5,476,500,419 | 995 | 17 |
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