Executive Investment Services, LLC

RIASEC Registered

Total AUM

$91.7M

Discretionary

$88.7M

97% of AUM

Avg account

$599K

Accounts

153

Employees

Advisory reps

Firm details

Headquarters: Lake Oswego, Oregon
CRD number: 152410
Website: www.executiveinvestments.net
Custodians: CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
Client types: HNWI88.21%
Pension & Profit Sharing Plans9.01%
Other1.69%
Individuals1.09%
Services: Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Executive Investment Services, LLC is an independent, individual-owned RIA organized as an LLC that works primarily with individual and family clients. The firm acts as a capital allocator and combines traditional advisory work—portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers—with insurance brokerage activity. Fee arrangements are flexible and include a percentage of AUM, hourly fees, fixed fees, commissions and other structures. The firm does not report active ESG investing and is not characterized as a multi-state adviser in the source data.