FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

1601 Officers Row
Vancouver, Washington 98661
Tel: 360-823-0477

About FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as FORT VANCOUVER INVESTMENT MANAGEMENT, LLC. The firm was established in 02/01/2018. They have over 1 offices throughout the country.

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC is a Vancouver, Washington based Financial Planning firm with nearly $149,219,143 assets under management, offering retirement planning & investment advisory services to 538 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157019
SEC#	801-112403
Assets Managed by Firm	$149,219,143
No. of Clients	538
No. of Advisors	4

Fee Structure

A Percentage of AUM
Hourly charges

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	538	$149,219,143
Individuals (other than high net worth individuals)	133	$55,612,300
High net worth individuals	45	$93,606,843

Inquire with FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

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