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Building 2VICKERMAN INVESTMENT ADVISORS, INC.

Map pinSPOKANE, WA
Phone509-325-7610
NotebookSEC #801-120620
Total AUM
$632.3M
Employees
7
Clients
431

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4102 S REGAL STREET
SUITE 202
SPOKANE
WA 99223
United States
Operating Hours
9-5
Monday - Friday
Phone
509-325-7610

ReceiptFinancials

Total AUM
$632.3M
Accounts
1,159
Discretionary
$632.3M
Accounts
1,159
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
278
AUM
$86.8M
HNW Individual Clients
150
AUM
$541.5M
Charitable Organization Clients
1
AUM
$422.4K
Corporation or Business Clients
2
AUM
$3.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOIDMTORTXUTWA

HandshakeAffiliates

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

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