RIA Intel›Advisers›Oregon›HEISSLER FINANCIAL, LLC

HEISSLER FINANCIAL, LLC

Advisory

GRESHAM, OR

Data as of Jan 20, 2026 · Source: SEC Form ADV

Average account
$125K
across 20 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM
$3M
Discretionary %
0%
Clients
20
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$3M
Discretionary AUM$0
Non-Discretionary AUM$3M
Discretionary %0%
Total Clients20
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOR
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

HARBOR HORIZON FINANCIAL, LLC
$2M
DIVERGENT FINANCIAL ADVISORY SERVICES LLC
$3M
GUIDING FINANCIAL, LLC
$2M
PURSUIT PLANNING AND INVESTMENTS, LLC
$2M
DUNCAN, DEAN BRYAN
$3M
PINESTAR CAPITAL ADVISORS LLC
$2M

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