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Building 2FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

Map pinVANCOUVER, WA
Phone360-823-0477
NotebookSEC #801-112403
Total AUM
$237.1M
Employees
4
Clients
194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1601 OFFICERS ROW
VANCOUVER
WA 98661
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
360-823-0477

ReceiptFinancials

Total AUM
$237.1M
Accounts
586
Discretionary
$237.1M
Accounts
586
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
111
AUM
$50.1M
HNW Individual Clients
82
AUM
$185.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXWA

HandshakeAffiliates

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

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