Executive Investment Services, LLC
Executive Investment Services, LLC (CRD# 152410) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $66,433,847 in 137 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Executive Investment Services, LLC
By the Numbers
-
Total Assets Under Management66MILLION
-
Total Number of Accounts137ACCOUNTS
-
Average Account Value$484,919
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at Executive Investment Services, LLC
No Advisor Found.
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