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FINANCIAL INVESTMENT TEAM ("FIT")

Tel: 503-906-5205
15350 Sw Sequoia Pkwy
Suite 150
Portland, Oregon  97224

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FINANCIAL INVESTMENT TEAM ("FIT")

FINANCIAL INVESTMENT TEAM ("FIT") is a Portland, Oregon based financial advisory firm with nearly $159,341,415 in assets under management and provides investment advisory services for 903 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

145724

SEC#:

801-114111

No. of Clients:

903

Assets under Management

$159,341,415

No. of Advisors:

5

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