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EXECUTIVE INVESTMENT SERVICES, LLC
CRD 152410
201 B AVENUE, SUITE 220, LAKE OSWEGO, OR, 97034, United States
Phone
503-697-0817
Fax
503-697-1526
Registration
— (—)
Source
State registered
Total AUM
$91.7M
Discretionary AUM
$88.7M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; REFERRAL FEES FROM THIRD PARTY INVESTMENT ADVISOR FIRMS
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisersBUSINESS CONSULTING SERVICES / ALTERNATIVE INVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $998K |
| High net worth individuals | 48 | $80.9M |
All web addresses on file
Official SEC filing: View on IAPD