# ADVISORY SERVICES & INVESTMENTS, LLC

ADVISORY SERVICES & INVESTMENTS, LLC of BEND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 108138
- Type: SEC-registered investment adviser
- SEC file number: 801-55026
- Location: 15 SW COLORADO, SUITE 280, BEND, OR, 97702-1129
- Phone: 541-617-0898
- Latest filing: 2024-03-30
- Regulatory AUM: $1.7B
- Discretionary AUM: $942.0M
- Non-discretionary AUM: $786.0M
- Clients: 15
- Accounts: 418

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| MILLER ERIC LEE | OWNER; OWNER/CCO; OWNER/CHIEF COMPLIANCE OFFICER | — |
| FISHER ROGER ALAN | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108138/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108138/similar
- Related entities: https://search.stillhousedata.com/firm/108138/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108138

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.