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DESCHUTES INVESTMENT CONSULTING, LLC

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

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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 $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.

Firm Information

SEC Current StatusApproved
Firm CRD#155312
SEC#801-72021
Assets Managed by Firm$2,474,201,625
No. of Clients340
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based

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
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total340$2,474,201,625
Individuals (other than high net worth individuals)171$66,128,148
High net worth individuals86$281,275,301
Pension and profit sharing plans77$1,958,082,808
Corporations or other businessesFewer than 5 clients$112,444,657

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