Advisory Services & Investments, LLC Info

Advisory Services & Investments, LLC info

Advisory Services & Investments, LLC (SEC CIK 1862931) first filed with the SEC on 2021-05-21 (Form 13F-HR) and has filed 16 times since, including 15 Form 13F-HR quarterly holdings reports. It is organized in OR and registered at 15 SW COLORADO, SUITE 280, BEND, OR, 97702.

Name: Value Advisory Services & Investments, LLC.
SEC CIK: Value 1862931.
State of organization: Value OR.
Business address: Value 15 SW COLORADO, SUITE 280, BEND, OR, 97702.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	Advisory Services & Investments, LLC
SEC CIK	1862931
State of organization	OR
Business address	15 SW COLORADO, SUITE 280, BEND, OR, 97702
Mailing address	15 SW COLORADO, SUITE 280, BEND, OR, 97702
Phone	541-617-0898
Fiscal year end	December 31
Former names	None filed

SEC Filing History

Field	Value
First SEC filing	2021-05-21 (Form 13F-HR)
Latest SEC filing	2024-11-12 (Form 13F-HR)
Filings on EDGAR	16
First Form 13F-HR	2021-05-21 (quarter ended 2021-03-31)
Latest Form 13F-HR	2024-11-12 (quarter ended 2024-09-30)
Form 13F-HR filings	15

Filings by Form

Form	Filings	Latest
13F-HR	15	2024-11-12
N-PX	1	2024-08-06

Filings by Year

Year	Filings	Form 13F-HR
2024	5	4
2023	4	4
2022	4	4
2021	3	3

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