Advisory Services & Investments is an investment advisor in Bend with $1.63 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
931238515
SEC advisor number
801-55026
FINRA CRD number
108138
AUM ?
$1.63 bn
(as of 16 Mar 22)
Accounts
1,155
(as of 16 Mar 22)
Employees
11
(7 investment advisory or research)
Office hours
Monday - Friday, 8AM - 4PM
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Miller, Randy, Lee | Owner/chief Compliance Officer | 02/1998 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
1 Nov 21
13F-HR
Quarterly holdings report by institutional manager
22 Jul 21
13F-HR
Quarterly holdings report by institutional manager
21 May 21