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FINANCIAL INVESTMENT TEAM ("FIT")

FINANCIAL INVESTMENT TEAM, INC.

CRD 145724 · SEC 801-114111

Visit website

15350 SW SEQUOIA PKWY, SUITE 150, PORTLAND, OR, 97224, United States

Phone

503-906-5205

Fax

503-639-4292

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$209.1M

Discretionary AUM

$209.1M

Team

5 total employees; 5 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-02-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars

Client types

TypeClientsAUM
Individuals279$121.5M
High net worth individuals24$87.6M

States served

AZ, CA, OR, WA, TX

All web addresses on file

Official SEC filing: View on IAPD