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ASI WEALTH MANAGEMENT & CONSULTING SERVICES

15 Sw Colorado
Suite 280
Bend, Oregon 97702-1129
Tel: 541-617-0898

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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 $1,465,727,757 assets under management, offering retirement planning & investment advisory services to 412 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#108138
SEC#801-55026
Assets Managed by Firm$1,465,727,757
No. of Clients412
No. of Advisors17

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total412$1,465,727,757
Individuals (other than high net worth individuals)176$55,489,002
High net worth individuals194$442,957,904
Pension and profit sharing plans26$663,615,731
Charitable organizations11$242,027,881
Corporations or other businesses5$61,637,239

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