Asi Wealth Management & Consulting Services
Bend, Oregon
5.0
1 Review
Asi Wealth Management & Consulting Services, a prominent investment advisory firm based in Bend, OR, is dedicated to providing comprehensive financial guidance and consulting services. With five offices strategically located, Asi Wealth Management & Consulting Services is well-positioned to cater to the diverse needs of their clientele.
With a team of 17 dedicated professionals, including eight highly skilled investment advisors, Asi Wealth Management & Consulting Services possesses the expertise to assist individuals and businesses in achieving their financial goals. Their investment advisors boast an impressive track record, ma...
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Assets Under Mgmt
$1.47B
Investment Professionals
8
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Disclosures
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