Advisory Services & Investments LLC

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Assets, Funds, Holdings

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Advisory Services & Investments LLC
CRD #108138
SEC #801-55026
CIK #
AUM $1.6 BB (21% Disc, 100% US)
Employees10 (70% Investors, 0% Brokers)
Phone541-617-0898
Address15 Sw Colorado
Bend, OR 97702-1129
Links IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Comparable Firms State AUM ($BB)
Kestra Private Wealth Services LLC
TX
1.6
North Star Asset Management Inc
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
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