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).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • 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
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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