FINANCIAL INVESTMENT TEAM ("FIT")

15350 Sw Sequoia Pkwy
Suite 150
Portland, Oregon 97224
Tel: 503-906-5205

About FINANCIAL INVESTMENT TEAM ("FIT")

FINANCIAL INVESTMENT TEAM ("FIT"), formally registered with the SEC as FINANCIAL INVESTMENT TEAM ("FIT"). The firm was established in 10/12/2018. They have over 2 offices throughout the country.

FINANCIAL INVESTMENT TEAM ("FIT") is a Portland, Oregon based Financial Planning firm with nearly $159,341,415 assets under management, offering retirement planning & investment advisory services to 903 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145724
SEC#	801-114111
Assets Managed by Firm	$159,341,415
No. of Clients	903
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	903	$159,341,415
Individuals (other than high net worth individuals)	524	$102,211,159
High net worth individuals	37	$57,130,256

More Retirement Planning firms in Portland, Oregon:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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