Investment adviser · CRD 298815

BEND RETIREMENT SOLUTIONS, INC.

Investment adviser filing (IA)

BEND, OR, United States · Form ADV filed Oct 9, 2018

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Oct 9, 2018. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

384 SW UPPER TERRACE, SUITE 106
BEND, OR, 97702, United States

CRD 298815

Filing source

Form ADV 1245068 · Oct 9, 2018 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.