Overview
Assets Under Management: $186 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 41
Average Client Assets: $2 million
Frequently Asked Questions
FINANCIAL INVESTMENT TEAM, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145724), FINANCIAL INVESTMENT TEAM, INC. is subject to fiduciary duty under federal law.
FINANCIAL INVESTMENT TEAM, INC. is headquartered in PORTLAND, OR.
FINANCIAL INVESTMENT TEAM, INC. serves 41 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL INVESTMENT TEAM, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
FINANCIAL INVESTMENT TEAM, INC. manages $186 million in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, FINANCIAL INVESTMENT TEAM, INC. serves high-net-worth individuals and institutional clients. View client details ↓
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