← Back to searchVisit website
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
CRD 157019 · SEC 801-112403
1601 OFFICERS ROW, VANCOUVER, WA, 98661, United States
Phone
360-823-0477
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$237.1M
Discretionary AUM
$237.1M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $50.1M |
| High net worth individuals | 82 | $185.5M |
| Pension/profit sharing plans | 1 | $1.5M |
States served
CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD