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VICKERMAN INVESTMENT ADVISORS, INC.
CRD 313240 · SEC 801-120620
4102 S REGAL STREET, SUITE 202, SPOKANE, WA, 99223, United States
Phone
509-325-7610
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$632.3M
Discretionary AUM
$632.3M
Team
7 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 278 | $86.8M |
| High net worth individuals | 150 | $541.5M |
| Charitable organizations | 1 | $422K |
| Corporations/business entities | 2 | $3.5M |
States served
AK, AZ, CA, CO, ID, MT, OR, UT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD