200 Sw Market Street
Suite 550
Portland, Oregon 97201
Tel: 503-224-3700
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 $2,474,201,625 assets under management, offering retirement planning & investment advisory services to 340 clients. The firm is staffed with 12 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 155312 |
SEC# | 801-72021 |
Assets Managed by Firm | $2,474,201,625 |
No. of Clients | 340 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 340 | $2,474,201,625 |
Individuals (other than high net worth individuals) | 171 | $66,128,148 |
High net worth individuals | 86 | $281,275,301 |
Pension and profit sharing plans | 77 | $1,958,082,808 |
Corporations or other businesses | Fewer than 5 clients | $112,444,657 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$34,385,256,113 | 126310 | 112 | |
$25,897,235,362 | 73 | 9 | |
$13,438,401,059 | 431 | 41 | |
$8,394,137,837 | 4068 | 60 | |
$6,856,132,947 | 1409 | 17 |
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