CRD: 152410
Executive Investment Services, LLC
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- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-14-2010
- Office Locations
- 1
Office Locations
About Executive Investment Services, LLC
PRM Northwest (Executive Investment Services, LLC) is an independent advisory firm focused on executive benefit plan design, insurance arrangements, and tax mitigation/recovery strategies for businesses, owners, and key executives. The team delivers fee-based, transparent planning plus portfolio construction and retirement planning, often using ETFs and fixed income. Notable for hands-on, ongoing plan monitoring and coordination with legal/accounting partners.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TODD GARY CAUDLE
Financial Professional, Managing Member
- CRD
- #2007952
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,680,229 | -- |
| Non-Discretionary | $3,000,000 | -- |
| Total | $91,680,229 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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