ADVISORY SERVICES & INVESTMENTS, LLC
Legal name: ASI WEALTH MANAGEMENT & CONSULTING SERVICES
CRD #108138 SEC #801-55026 BEND, OR 541-617-0898
SEC Registered Disclosures
Total AUM
$1.7B
Discretionary
$942M
Employees
15
Clients
101
Accounts
418
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $1.7B | $942M | $786M | 15 | 0 |
| Mar 2023 | $1.5B | $851.1M | $614.6M | 17 | 0 |
| Mar 2022 | $1.6B | $848.6M | $784.7M | 11 | 0 |
| Dec 2021 | $1.2B | $523.9M | $677.8M | 11 | 0 |
| Dec 2021 | $1.2B | $523.9M | $677.8M | 11 | 0 |
| Aug 2021 | $1.2B | $523.9M | $677.8M | 11 | 0 |
| Jun 2021 | $1.2B | $523.9M | $677.8M | 11 | 0 |
| Mar 2021 | $1.2B | $523.9M | $677.8M | 11 | 0 |
| Feb 2021 | $1.1B | $460.1M | $593.4M | 9 | 0 |
| Jul 2020 | $1.1B | $460.1M | $593.4M | 9 | 0 |
| Jul 2020 | $1.1B | $460.1M | $593.4M | 9 | 0 |
| Jun 2020 | $1.1B | $460.1M | $593.4M | 9 | 0 |
| Mar 2020 | $1.1B | $460.1M | $593.4M | 9 | 0 |
| Mar 2019 | $1.6B | $336.2M | $1.2B | 10 | 0 |
| Mar 2018 | $1.6B | $367.7M | $1.2B | 10 | 0 |
| Mar 2018 | $1.6B | $367.7M | $1.2B | 10 | 0 |
| Mar 2018 | $1.4B | $260.1M | $1.1B | 8 | 0 |
| Mar 2017 | $1.4B | $260.1M | $1.1B | 8 | 200 |
| Apr 2016 | $1.3B | $240.5M | $1.1B | 8 | 200 |
| Mar 2016 | $1.3B | $240.5M | $1.1B | 8 | 200 |
| Mar 2015 | $1.3B | $301M | $997.6M | 8 | 200 |
| Mar 2014 | $1.3B | $279.9M | $976.4M | 8 | 200 |
| Mar 2013 | $1.1B | $233.4M | $840.8M | 8 | 200 |
| Dec 2012 | $964.4M | $188.9M | $775.5M | 8 | 200 |
| Mar 2012 | $964.4M | $188.9M | $775.5M | 6 | 200 |
| Mar 2012 | $964.4M | $188.9M | $775.5M | 6 | 200 |
| Mar 2011 | $866.9M | $164.8M | $702.1M | 10 | -- |
| Feb 2011 | $781.3M | $136.8M | $644.5M | 10 | -- |
| Jun 2010 | $781.3M | $136.8M | $644.5M | 10 | -- |
| Mar 2007 | $690M | $221.6M | $468.4M | 10 | -- |
| Sep 2005 | $550.6M | $158.7M | $391.9M | 10 | -- |
| Mar 2004 | $340.4M | $128.6M | $211.8M | 10 | -- |
DateMar 2024
Total AUM$1.7B
Discretionary$942M
Non-Disc.$786M
Employees15
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$851.1M
Non-Disc.$614.6M
Employees17
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$848.6M
Non-Disc.$784.7M
Employees11
Clients0
DateDec 2021
Total AUM$1.2B
Discretionary$523.9M
Non-Disc.$677.8M
Employees11
Clients0
DateDec 2021
Total AUM$1.2B
Discretionary$523.9M
Non-Disc.$677.8M
Employees11
Clients0
DateAug 2021
Total AUM$1.2B
Discretionary$523.9M
Non-Disc.$677.8M
Employees11
Clients0
DateJun 2021
Total AUM$1.2B
Discretionary$523.9M
Non-Disc.$677.8M
Employees11
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$523.9M
Non-Disc.$677.8M
Employees11
Clients0
DateFeb 2021
Total AUM$1.1B
Discretionary$460.1M
Non-Disc.$593.4M
Employees9
Clients0
DateJul 2020
Total AUM$1.1B
Discretionary$460.1M
Non-Disc.$593.4M
Employees9
Clients0
DateJul 2020
Total AUM$1.1B
Discretionary$460.1M
Non-Disc.$593.4M
Employees9
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$460.1M
Non-Disc.$593.4M
Employees9
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$460.1M
Non-Disc.$593.4M
Employees9
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$336.2M
Non-Disc.$1.2B
Employees10
Clients0
DateMar 2018
Total AUM$1.6B
Discretionary$367.7M
Non-Disc.$1.2B
Employees10
Clients0
DateMar 2018
Total AUM$1.6B
Discretionary$367.7M
Non-Disc.$1.2B
Employees10
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$260.1M
Non-Disc.$1.1B
Employees8
Clients0
DateMar 2017
Total AUM$1.4B
Discretionary$260.1M
Non-Disc.$1.1B
Employees8
Clients200
DateApr 2016
Total AUM$1.3B
Discretionary$240.5M
Non-Disc.$1.1B
Employees8
Clients200
DateMar 2016
Total AUM$1.3B
Discretionary$240.5M
Non-Disc.$1.1B
Employees8
Clients200
DateMar 2015
Total AUM$1.3B
Discretionary$301M
Non-Disc.$997.6M
Employees8
Clients200
DateMar 2014
Total AUM$1.3B
Discretionary$279.9M
Non-Disc.$976.4M
Employees8
Clients200
DateMar 2013
Total AUM$1.1B
Discretionary$233.4M
Non-Disc.$840.8M
Employees8
Clients200
DateDec 2012
Total AUM$964.4M
Discretionary$188.9M
Non-Disc.$775.5M
Employees8
Clients200
DateMar 2012
Total AUM$964.4M
Discretionary$188.9M
Non-Disc.$775.5M
Employees6
Clients200
DateMar 2012
Total AUM$964.4M
Discretionary$188.9M
Non-Disc.$775.5M
Employees6
Clients200
DateMar 2011
Total AUM$866.9M
Discretionary$164.8M
Non-Disc.$702.1M
Employees10
Clients--
DateFeb 2011
Total AUM$781.3M
Discretionary$136.8M
Non-Disc.$644.5M
Employees10
Clients--
DateJun 2010
Total AUM$781.3M
Discretionary$136.8M
Non-Disc.$644.5M
Employees10
Clients--
DateMar 2007
Total AUM$690M
Discretionary$221.6M
Non-Disc.$468.4M
Employees10
Clients--
DateSep 2005
Total AUM$550.6M
Discretionary$158.7M
Non-Disc.$391.9M
Employees10
Clients--
DateMar 2004
Total AUM$340.4M
Discretionary$128.6M
Non-Disc.$211.8M
Employees10
Clients--