← Back to searchVisit website
DESCHUTES INVESTMENT CONSULTING, LLC
CRD 155312 · SEC 801-72021
200 SW MARKET STREET, SUITE 550, PORTLAND, OR, 97201, United States
Phone
503-224-3700
Fax
503-548-2100
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.89B
Discretionary AUM
$597.8M
Team
14 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 250 | $77.3M |
| High net worth individuals | 153 | $403.1M |
| Pension/profit sharing plans | 82 | $2.21B |
| Corporations/business entities | 8 | $100.5M |
States served
CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD