Deschutes Investment Consulting, LLC

Deschutes Investment Consulting, LLC (CRD# 155312) is a financial advisory firm headquartered in Portland, OR. They manage $2,128,031,383 in 373 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
200 Sw Market Street, Suite 550, Portland, OR 97201
https://www.linkedin.com/company/deschutes-investment-consulting-llc
By the Numbers
  • Total Assets Under Management
    2,128
    MILLION
  • Total Number of Accounts
    373
    ACCOUNTS
  • Average Account Value
    $5,705,178
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Deschutes Investment Consulting, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Carl Burnham, financial advisor Portland OR
Carl V. Burnham
CRD#: 1799594
200 Sw Market Street, Suite 550, Portland, OR 97201

Carl Burnham (CRD# 1799594) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has over 36 years of experience in the finance industry.

2
Timothy Cooper, financial advisor Portland OR
Timothy J. Cooper
CRD#: 1891767
200 Sw Market Street, Suite 550, Portland, OR 97201

Timothy Cooper (CRD# 1891767) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has over 27 years of experience in the finance industry.

3
Kyle Dodrill, financial advisor Portland OR
Kyle D. Dodrill
CRD#: 6640869
200 Sw Market Street, Suite 550, Portland, OR 97201

Kyle Dodrill (CRD# 6640869) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has over 7 years of experience in the finance industry.

4
Laura Fallon-Burns, financial advisor Portland OR
Laura J. Fallon-Burns
CRD#: 2354570
200 Sw Market St, #550, Portland, OR 97201

Laura Fallon-Burns (CRD# 2354570) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has over 30 years of experience in the finance industry.

5
Macgregor Hall, financial advisor Portland OR
Macgregor B. Hall
CRD#: 1896326
200 Sw Market Street, Suite 550, Portland, OR 97201

Macgregor Hall (CRD# 1896326) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has over 35 years of experience in the finance industry.

6
Philip Sherman, financial advisor Portland OR
Philip G. Sherman
CRD#: 6300809
200 Sw Market Street, Suite 550, Portland, OR 97201

Philip Sherman (CRD# 6300809) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has over 9 years of experience in the finance industry.

7
Aaron Buechel, financial advisor Portland OR
Aaron M. Buechel
CRD#: 5027651
200 Sw Market Street, Suite 550, Portland, OR 97201

Aaron Buechel (CRD# 5027651) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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