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 $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.
SEC Current Status | Approved |
Firm CRD# | 155312 |
SEC# | 801-72021 |
Assets Managed by Firm | $1,693,264,697 |
No. of Clients | 327 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 327 | $1,693,264,697 |
Individuals (other than high net worth individuals) | 171 | $49,096,681 |
High net worth individuals | 70 | $196,849,462 |
Pension and profit sharing plans | 78 | $1,342,668,685 |
Corporations or other businesses | 6 | $98,969,219 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$16,725,387,863 | 63 | 8 | |
$16,214,303,154 | 116850 | 82 | |
$13,067,305,312 | 425 | 37 | |
$7,145,593,038 | 3808 | 55 | |
$5,476,500,419 | 995 | 17 |
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