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Home > Retirement Planners > washington > spokane > VICKERMAN INVESTMENT ADVISORS, INC.
VICKERMAN INVESTMENT ADVISORS, INC.
108 N. Washington Street
Suite 603
Spokane, Washington 99201
Tel: 509-325-7610
About VICKERMAN INVESTMENT ADVISORS, INC.
VICKERMAN INVESTMENT ADVISORS, INC, formally registered with the SEC as VICKERMAN INVESTMENT ADVISORS, INC. The firm was established in 03/26/2021. They have over 1 offices throughout the country.
VICKERMAN INVESTMENT ADVISORS, INC. is a Spokane, Washington based Financial Planning firm with nearly $372,087,351 assets under management, offering retirement planning & investment advisory services to 959 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313240 |
| SEC# | 801-120620 |
| Assets Managed by Firm | $372,087,351 |
| No. of Clients | 959 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 959 | $372,087,351 |
| Individuals (other than high net worth individuals) | 262 | $80,629,999 |
| High net worth individuals | 113 | $289,776,412 |
| Charitable organizations | 1 | $360,170 |
| Corporations or other businesses | 2 | $1,320,770 |
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