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KETURI INVESTMENT MANAGEMENT, LLC
CRD 315951
17620 PILKINGTON RD., LAKE OSWEGO, OR, 97035-5361, United States
Phone
503-970-6830
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$68.6M
Discretionary AUM
$68.6M
Team
5 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 13 | $62.8M |
All web addresses on file
Official SEC filing: View on IAPD