National Retirement Planning Experts

National Coverage
Local Professionals

Home > Retirement Planners  > oregon > portland > DESCHUTES INVESTMENT CONSULTING, LLC

DESCHUTES INVESTMENT CONSULTING, LLC

200 Sw Market Street
Suite 550
Portland, Oregon 97201
Tel: 503-224-3700

Need a Financial Advisor?
Compare Vetted Advisors

About DESCHUTES INVESTMENT CONSULTING, LLC

DESCHUTES INVESTMENT CONSULTING, LLC, formally registered with the SEC as DESCHUTES INVESTMENT CONSULTING, LLC. The firm was established in 01/03/2011. They have over 1 offices throughout the country.

DESCHUTES INVESTMENT CONSULTING, LLC is a Portland, Oregon based Financial Planning firm with nearly $1,693,264,697 assets under management, offering retirement planning & investment advisory services to 327 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#155312
SEC# 801-72021
Assets Managed by Firm $1,693,264,697
No. of Clients 327
No. of Advisors 8

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commision Based

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total327$1,693,264,697
Individuals (other than high net worth individuals)171$49,096,681
High net worth individuals70$196,849,462
Pension and profit sharing plans78$1,342,668,685
Corporations or other businesses6$98,969,219
Inquire with DESCHUTES INVESTMENT CONSULTING, LLC

More Retirement Planning firms in Portland, Oregon:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
GOVERNMENT PORTFOLIO ADVISORS LLC
6650 Sw Redwood Lane, Suite 365
Portland, OR, 97224
$16,725,387,863638
STANCORP INVESTMENT ADVISERS, INC.
1100 Sw Sixth Avenue, P9
Portland, OR, 97204
$16,214,303,15411685082
JENSEN INVESTMENT MANAGEMENT INC.
5500 Meadows Road, Suite 200
Lake Oswego, OR, 97035-3623
$13,067,305,31242537
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
888 Sw 5th Ave Ste 1200
Portland, OR, 97204
$7,145,593,038380855
NORTHWEST CAPITAL MANAGEMENT INC.
1 Centerpointe Drive, Suite 115
Lake Oswego, OR, 97035
$5,476,500,41999517

Explore More Retirement Advisors in Portland, Oregon