Advisory Services & Investments LLC
- Assets, Funds, Holdings
| Message |
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Happy Holidays!! thanks for using AUM13F!!
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| Advisory Services & Investments LLC
|
| CRD # | 108138 |
| SEC # | 801-55026 |
| CIK # | 0001862931 |
| AUM |
|
| Employees |
15 (47% Investors, 0% Brokers)
|
| Phone | 541-617-0898 |
| Address | 15 SW Colorado
Bend, OR 97702-1129 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
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Total AUM ($M)
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|
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| Holdings by Sector ($M) |
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| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
155
|
45.0 |
| (b) Individuals (high net worth individuals) |
225
|
538.7 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
24 |
799.2 |
| (h) Charitable organizations |
10 |
318.5 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
4 |
26.6 |
| (n) Other |
0 |
0.0 |
| Total |
418 |
1,728.0 |
| By Discretionary |
| Discretionary |
397 |
942.0 |
| Non-Discretionary |
21 |
786.0 |
| Total |
418 |
1,728.0 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,728.0 |
| Total |
418 |
1,728.0 |
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