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) 617-0898

Revenue

$8.4 Million

Industry

Finance Venture Capital & Private Equity

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
ASI Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,525Show more

ASI Wealth Management Org Chart

PhoneEmail
KL
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Client Service Manager

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SL
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Manager, Marketing

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RK
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Operations Client Service Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ASI Wealth Management

$8.4M
1-10
Private
<$5M
1998
KL
Kassia LisacClient Service Manager
$36M
1-10
Private
-
2013
BW
Brock WedlakeProject Manager
<$5M
1-10
Private
-
2004
WP
Wendy PowerAdministrative Assistant. Administrative Professionals
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ASI Wealth Management Tech Stack

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Frequently Asked Questions Regarding ASI Wealth Management

What is ASI Wealth Management's official website?
ASI Wealth Management's official website is www.asiwealthmanagement.com
What is ASI Wealth Management's Revenue?
ASI Wealth Management's revenue is $8.4 Million
What is ASI Wealth Management's SIC code?
ASI Wealth Management's SIC: 62,628
What is ASI Wealth Management's NAICS code?
ASI Wealth Management's NAICS: 52,525
How many employees does ASI Wealth Management have?
ASI Wealth Management has 1-10 employees
What industry does ASI Wealth Management belong to?
ASI Wealth Management is in the industry of: Finance, Venture Capital & Private Equity
What is ASI Wealth Management competition?
ASI Wealth Management top competitors include: The Normann Financial Group, MoonDance Investment Advisors, LLC
What technology does ASI Wealth Management use?
Some of the popular technologies that ASI Wealth Management uses are: CSC Corporate Domains, Proofpoint, Microsoft 365, Cloudflare DNS
How do I contact ASI Wealth Management?
ASI Wealth Management contact info: Phone number: (541) 617-0898 Website: www.asiwealthmanagement.com
What does ASI Wealth Management do?

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 have low turnover among staff, a testament to our vision and our work Of course, we're much more than that. We're trusted advisors.Read More

What are ASI Wealth Management social media links?
ASI Wealth Management Linkedin page ASI Wealth Management Twitter page
Is ASI Wealth Management a public company?
ASI Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about ASI Wealth Management

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