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Home > Retirement Planners > washington > vancouver > FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
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 $185,905,738 assets under management, offering retirement planning & investment advisory services to 540 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 | $185,905,738 |
| No. of Clients | 540 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 540 | $185,905,738 |
| Individuals (other than high net worth individuals) | 123 | $57,593,557 |
| High net worth individuals | 60 | $127,138,101 |
| Pension and profit sharing plans | 1 | $1,174,080 |
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