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Building 2DESCHUTES INVESTMENT ADVISORS, INC.

Map pinPORTLAND, OR
Phone503-223-2500
NotebookSEC #801-54665
Total AUM
$915M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1211 SW 5TH AVENUE
SUITE 2830
PORTLAND
OR 97204
United States
Operating Hours
7:30AM TO 5:00 PM
Monday - Friday
Phone
503-223-2500

ReceiptFinancials

Total AUM
$915M
Accounts
462
Discretionary
$94M
Accounts
353
Non-Discretionary
$821M
Accounts
109

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORUTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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