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⚲
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| Deschutes Investment Consulting LLC
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| |
|---|---|
| CRD # | 155312 |
| SEC # | 801-72021 |
| CIK # | |
| AUM | $2.1 BB (2024-03-21) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 503-224-3700 |
| Address | 200 SW Market Street Portland, OR 97201 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 0.1 |
| (b) Individuals (high net worth individuals) | 94 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 77 | 1.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 373 | 2.1 |
| By Discretionary | ||
| Discretionary | 294 | 0.4 |
| Non-Discretionary | 79 | 1.7 |
| Total | 373 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 373 | 2.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Strategic Blueprint LLC
✚
|
GA | 2.2 |
|
Koshinski Asset Management Inc-Dba IPI Asset Management Inc
✚
|
IL | 2.1 |
|
Boulay Financial Advisors LLC
✚
|
MN | 2.1 |
|
Bill FEW Associates Inc
✚
|
PA | 2.1 |
|
Equity Services Inc
✚
|
VT | 2.1 |
|
SSB Wealth Management Inc
✚
|
VA | 2.1 |
|
Ellevest Inc
✚
|
NY | 2.1 |
|
Truwealth Advisors LLC
✚
|
LA | 2.1 |
|
Garde Capital Inc
✚
|
WA | 2.1 |
|
Creative Financial Designs Inc
✚
|
IN | 2.1 |