EXECUTIVE INVESTMENT SERVICES, LLC

EXECUTIVE INVESTMENT SERVICES, LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 152410). Regulatory assets under management: $91.7M.

Registration

• CRD: 152410
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152410 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search