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Deschutes Investment Consulting, LLC CRD 155312
$2.89B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 Sw Market Street Suite 550, Portland, OR 97201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-07-13 |
| OR | RA | APPROVED | 2013-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deschutes Investment Consulting, Llc | Portland | OR | 07/2011 | Present |
LICENSED INSURANCE AGENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-14 |
| S66 | Uniform Combined State Law Examination | 2007-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-10 |
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