Deschutes Investment Consulting, LLC

Deschutes Investment Consulting, LLC (CRD# 155312) is a financial advisory firm headquartered in Portland, OR. They manage $857,896,034 in 599 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    858
    MILLION
  • Total Number of Accounts
    599
    ACCOUNTS
  • Average Account Value
    $1,432,214
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NC, OR, TX, WA

Financial Advisors at Deschutes Investment Consulting, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Carl V. Burnham
CRD#: 1799594
200 Sw Market Street, Suite 550, Portland, OR 97201
96
Wealthminder
score

Carl Burnham (CRD# 1799594) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has over 28 years of experience in the finance industry.

2
Timothy J. Cooper
CRD#: 1891767
200 Sw Market Street, Suite 550, Portland, OR 97201
93
Wealthminder
score

Timothy Cooper (CRD# 1891767) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has over 20 years of experience in the finance industry.

3
Laura J. Fallon-Burns
CRD#: 2354570
200 Sw Market St, #550, Portland, OR 97201
93
Wealthminder
score

Laura Fallon-Burns (CRD# 2354570) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has over 23 years of experience in the finance industry.

4
Macgregor B. Hall
CRD#: 1896326
1211 Sw Fifth Ave, Suite 2830, Portland, OR 97204
93
Wealthminder
score

Macgregor Hall (CRD# 1896326) 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.

5
Michael D. Walters
CRD#: 4230258
200 Sw Market Street, Suite 550, Portland, OR 97201
93
Wealthminder
score

Michael Walters (CRD# 4230258) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has over 16 years of experience in the finance industry.

6
Benjamin M. Kelley
CRD#: 6563392
200 Sw Market Street, Suite 550, Portland, OR 97201
90
Wealthminder
score

Benjamin Kelley (CRD# 6563392) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has 1 year of experience in the finance industry.

7
Kyle R. Goulard
CRD#: 5841780
200 Market St #550, Portland, OR 97201
88
Wealthminder
score

Kyle Goulard (CRD# 5841780) is an Investment Advisor Representative working at Deschutes Investment Consulting, LLC in Portland, OR and has 1 year of experience in the finance industry.

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