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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JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
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