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: prmnorthwest.com
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 a small, privately owned wealth advisory firm that serves individual and family clients. The firm operates as an LLC with an owner classified as an individual and functions both as an advisor and an insurance broker. Its advisory scope includes portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers when clients require outsourced expertise. Executive Investment Services charges fees through a mix of percentage-of-AUM, hourly, fixed, commission-based, and other arrangements. The firm is not positioned as an ESG investor and does not present itself as a multi-state adviser.