Overview
Assets Under Management: $186 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 41
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.54
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 855
Discretionary Accounts: 855
Regulatory Filings
CRD Number: 145724
Filing ID: 1944810
Last Filing Date: 2025-03-20 12:33:00
Website: https://fi-team.com