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DVSM, LP
DVSM, LP
ENDEAVOUR CAPITAL
PORTLAND, Oregon
·
10 registered advisors
·
CRD# 160800
SEC# 801-73250
3
503-223-2721
01
Firm Overview
AUM
$2.2B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at DVSM, LP
10 registered advisors
Aaron Samuel Richmond
PORTLAND, Oregon
CRD# 6025231
Bradaigh O'flanagan Flor Wagner
PORTLAND, Oregon
CRD# 2951477
Chad Nephi Heath
PORTLAND, Oregon
CRD# 2912598
David Mark Dorman
PORTLAND, Oregon
CRD# 1707763
Erin Nicola Wallace
PORTLAND, Oregon
CRD# 6841965
John Wesley Dixon
PORTLAND, Oregon
CRD# 6025228
Lauren Marcroft Adler
PORTLAND, Oregon
CRD# 6841967
Leland Mauk Jones
PORTLAND, Oregon
CRD# 6025232
Richard R. Miller
PORTLAND, Oregon
CRD# 6026349
Stephen Edmund Babson
PORTLAND, Oregon
CRD# 6025230
05
Office Locations
PORTLAND, Oregon
10 advisors
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Data sourced from SEC Form ADV filings. DVSM, LP (CRD# 160800) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.