DIRECTORY OF REGISTERED ADVISORS
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ASI WEALTH MANAGEMENT & CONSULTING SERVICES
Tel: 541-617-0898
15 Sw Colorado Suite 280
Bend, Oregon 97702-1129
ASI WEALTH MANAGEMENT & CONSULTING SERVICES
ASI WEALTH MANAGEMENT & CONSULTING SERVICES is a Bend, Oregon based financial advisory firm with nearly $1,728,004,990 in assets under management and provides investment advisory services for 418 clients. There are currently 15 financial advisors at the firm.
General Information
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
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
108138
SEC#:
801-55026
No. of Clients:
418
Assets under Management
$1,728,004,990
No. of Advisors:
15
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