ADVISORY SERVICES & INVESTMENTS, LLC
SEC file number 801-55026
· BEND, OR
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.73B
Discretionary AUM
$942M
Employees
15
Clients
—
Firm
- Address
- 15 SW COLORADO
BEND, OR 97702-1129 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Cladis Investment Advisory, LLC Medium name-match confidence · CIK 1911520 · MT
- Monarch Investment Advisory Fund, LP Medium name-match confidence · CIK 2061135 · NY
- Advisers Investment Trust Medium name-match confidence · CIK 1516523 · IL
- AV Series Investments, LLC - Series 1 Medium name-match confidence · CIK 2146365 · CA
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AV Series Investments, LLC - Series 1 · D · Jul 20, 2026$3M
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Advisers Investment Trust · D/A · Feb 6, 2026
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Monarch Investment Advisory Fund, LP · D · Mar 27, 2025
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Cladis Investment Advisory, LLC · D · Mar 14, 2025$1.7M
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Advisers Investment Trust · D/A · Feb 6, 2025