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Building 2INVESTIVIST, LLC

Map pinVANCOUVER, WA
Phone(888) 611-1317
NotebookSEC #801-108233
Total AUM
$11.4M
Employees
2
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1220 MAIN STREET SUITE 400
VANCOUVER
WA 98660
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
(888) 611-1317
Other Offices
1

ReceiptFinancials

Total AUM
$11.4M
Accounts
34
Discretionary
$11.4M
Accounts
34
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3
AUM
$653.8K
HNW Individual Clients
12
AUM
$10.8M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
TECHNOLOGY SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYORWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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