1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ASI WEALTH MANAGEMENT & CONSULTING SERVICES

Map pinBEND, OR
Phone541-617-0898
NotebookSEC #801-55026
Total AUM
$1.7B
Employees
15
Clients
418

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 SW COLORADO
SUITE 280
BEND
OR 97702-1129
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
541-617-0898
Other Offices
4

ReceiptFinancials

Total AUM
$1.7B
Accounts
418
Discretionary
$942M
Accounts
397
Non-Discretionary
$786M
Accounts
21

ContactClients

View more in analytics →

Individual Clients
155
AUM
$45M
HNW Individual Clients
225
AUM
$538.7M
Pension/Profit Sharing Plan Clients
24
AUM
$799.2M
Charitable Organization Clients
10
AUM
$318.5M
Corporation or Business Clients
4
AUM
$26.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDMTORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account