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Building 2DESCHUTES INVESTMENT CONSULTING, LLC

Map pinPORTLAND, OR
Phone503-224-3700
NotebookSEC #801-72021
Total AUM
$2.9B
Employees
14
Clients
496

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 SW MARKET STREET
SUITE 550
PORTLAND
OR 97201
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
503-224-3700
Other Offices
1

ReceiptFinancials

Total AUM
$2.9B
Accounts
498
Discretionary
$597.8M
Accounts
415
Non-Discretionary
$2.3B
Accounts
83

ContactClients

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Individual Clients
250
AUM
$77.3M
HNW Individual Clients
153
AUM
$403.1M
Pension/Profit Sharing Plan Clients
82
AUM
$2.2B
Charitable Organization Clients
1
AUM
$5.7M
Government Entity Clients
1
AUM
$83.7M
Insurance Company Clients
1
AUM
$11.2M
Corporation or Business Clients
8
AUM
$100.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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