Asi Wealth Management & Consulting Services
Asi Wealth Management & Consulting Services (CRD# 108138) is a financial advisory firm headquartered in Bend, OR. They manage $1,728,004,990 in 418 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management1,728MILLION
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Total Number of Accounts418ACCOUNTS
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Average Account Value$4,133,983
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, ID, MT, OR, TX, WA
John Bellman (CRD# 6254444) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 10 years of experience in the finance industry.
Michael Bird (CRD# 6797203) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 6 years of experience in the finance industry.
Brian Debels (CRD# 5219989) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 21 years of experience in the finance industry.
Stacy Horton (CRD# 3268944) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 24 years of experience in the finance industry.
Randy Miller (CRD# 1715852) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 31 years of experience in the finance industry.
Gregory Swanson (CRD# 5538231) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Seattle, WA and has over 15 years of experience in the finance industry.
Steven Wright (CRD# 2922704) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Lake Oswego, OR and has over 23 years of experience in the finance industry.
Austin Miller (CRD# 7316816) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 3 years of experience in the finance industry.