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VICKERMAN & DRISCOLL FINANCIAL ADVISORS,INC.
SPOKANE, WA
509-325-7610
SEC #801-58112Total AUM
$283.4M
Employees
5Clients
325Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
108 N. WASHINGTON, SUITE 300
SPOKANE
WA 99201
United States
SPOKANE
WA 99201
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
509-325-7610
Financials
Total AUM
$283.4M
Accounts
811Discretionary
$283.3M
Accounts
809Non-Discretionary
$165K
Accounts
2
Clients
Individual Clients
237AUM
$83.1M
HNW Individual Clients
80AUM
$200.3M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
$2000/YR MIN FEE FOR CLIENTS ESTD AFTER 4/1/02.(NEGOTIABLE)
Compliance
Disclosures
None reported
State Registrations
CAIDORWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.