Unclaimed Profile

Bryn Torkelson

DESCHUTES PORTFOLIO STRATEGY, LLC·PORTLAND, Oregon

Clean recordDESCHUTES PORTFOLIO STRATEGY, LLC

15350 SW SEQUOIA PKWY, PORTLAND, OR 97224CRD# 1026464Firm CRD# 155424

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bryn Torkelson · PORTLAND, OR

Registration

CRD #1026464 · DESCHUTES PORTFOLIO STRATEGY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bryn Torkelson is a registered financial advisor based in PORTLAND, Oregon, affiliated with DESCHUTES PORTFOLIO STRATEGY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

DESCHUTES PORTFOLIO STRATEGY, LLC

MATISSE CAPITAL

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DESCHUTES PORTFOLIO STRATEGY, LLC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1026464

Firm CRD# 155424

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bryn Torkelson offer?

Bryn Torkelson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Bryn Torkelson's credentials?

Bryn Torkelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bryn Torkelson located?

Bryn Torkelson is based in PORTLAND, Oregon, working with DESCHUTES PORTFOLIO STRATEGY, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Bryn Torkelson charge for services?

Bryn Torkelson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DESCHUTES PORTFOLIO STRATEGY, LLC?

DESCHUTES PORTFOLIO STRATEGY, LLC has approximately 10 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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