ASI Wealth Management
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
15 SW Colorado Ave Ste 280, Bend, Oregon...Phone Number
(541) 617-0898Website
www.asiwealthmanagement.comRevenue
$8.4 MillionIndustry
About ASI Wealth Management
In a nutshell, ASI is one of the top financial advisory firms in the Northwest. What does that mean? Well, for starters: We manage more than $1.3 billion in assets We've served investors for nearly 20 years Each team member has an average of 20 years of experience in the financial industry We believe in growing relationships not acquiring accounts, so we limit our clientele so that we can serve each and every client with the personal, committed attention they deserve (right now, we have 170 client relationships) Our accreditations include Certified Investment Management Analyst, Certified Private Wealth Advisor®, Investment Management Consultants Association® Retirement Plans Associate® and Accredited Wealth Management Advisor? We're committed to our communities, and "walk the walk" with a charitable fund designed to promote good in our cities and in our world Our clients are like family-in fact, most have been with us for about a decade, and one has been with us for 18 years We also hRead more
SIC Code 62,628NAICS Code 52,525Show moreASI Wealth Management Org Chart
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Frequently Asked Questions Regarding ASI Wealth Management
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In a nutshell, ASI is one of the top financial advisory firms in the Northwest. What does that mean? Well, for starters: We manage more than $1.3 billion in assets We've served investors for nearly 20 years Each team member has an average of 20 years of experience in the financial industry We believe in growing relationships not acquiring accounts,... Read More