Advisory Services & Investments LLC

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CAFR Data
Advisory Services & Investments LLC
CRD #108138
SEC #801-55026
CIK #
AUM $1.6 BB (21% Disc, 100% US)
Employees10 (70% Investors, 0% Brokers)
Phone541-617-0898
Address15 Sw Colorado
Bend, OR 97702-1129
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
1595127695763831902000200620132020
Comparable Firms State AUM ($BB)
MBO Advisors LLC
WI 1.6
Sargent Bickham Lagudis LLC
CO 1.6
Shufro Rose & Co LLC
NY 1.6
Legacy One Financial Advisors LLC
TX 1.6
G W Henssler & Associates Ltd
GA 1.6
Capital Wealth Planning LLC
FL 1.6
Birch Hill Investment Advisors LLC
MA 1.6
Cape Ann Asset Management Limited
1.6
LM Advisors LLC
CA 1.6
Comerica Securities Inc
MI 1.6
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