ADVISORY SERVICES & INVESTMENTS, LLC
ADVISORY SERVICES & INVESTMENTS, LLC of BEND, OR is an SEC-registered investment adviser (CRD 108138). Regulatory assets under management: $1.7B.
Registration
- CRD: 108138
- SEC file number: 801-55026
- Type: Registered investment adviser
- 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 | — |
More on this firm