Overview
Assets Under Management: $247 million
Headquarters: SPOKANE, WA
High-Net-Worth Clients: 310
Average Client Assets: $0.8 million
Frequently Asked Questions
VICKERMAN & DRISCOLL FINANCIAL ADVISORS,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 #108914), VICKERMAN & DRISCOLL FINANCIAL ADVISORS,INC. is subject to fiduciary duty under federal law.
VICKERMAN & DRISCOLL FINANCIAL ADVISORS,INC. is headquartered in SPOKANE, WA.
VICKERMAN & DRISCOLL FINANCIAL ADVISORS,INC. serves 310 high-net-worth clients according to their SEC filing dated March 23, 2018. View client details ↓
According to their SEC Form ADV, VICKERMAN & DRISCOLL FINANCIAL ADVISORS,INC. offers financial planning and portfolio management for individuals. View all service details ↓
VICKERMAN & DRISCOLL FINANCIAL ADVISORS,INC. manages $247 million in client assets according to their SEC filing dated March 23, 2018.
According to their SEC Form ADV, VICKERMAN & DRISCOLL FINANCIAL ADVISORS,INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 310
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $0.8 million
Total Client Accounts: 310
Discretionary Accounts: 310
Regulatory Filings
CRD Number: 108914
Filing ID: 1192949
Last Filing Date: 2018-03-23 16:48:00