DESCHUTES INVESTMENT CONSULTING, LLC

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

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 Status	Approved
Firm CRD#	155312
SEC#	801-72021
Assets Managed by Firm	$2,474,201,625
No. of Clients	340
No. of Advisors	12

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 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

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