# EXECUTIVE INVESTMENT SERVICES, LLC

EXECUTIVE INVESTMENT SERVICES, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 152410
- Type: SEC-registered investment adviser
- Location: 201 B AVENUE, LAKE OSWEGO, OR, 97034
- Phone: 503-697-0817
- Latest filing: 2026-06-08
- Regulatory AUM: $91.7M
- Discretionary AUM: $88.7M
- Non-discretionary AUM: $3.0M
- Clients: 2
- Accounts: 153

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions, Other
- Clients served: High net worth, Pensions, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152410/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152410/similar
- Related entities: https://search.stillhousedata.com/firm/152410/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152410

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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.