Financial Investment Team ("Fit")
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 145724
- Registered since
- October 12, 2018
- Website
- fi-team.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals58.11%
- HNWI41.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Financial Investment Team (Fit) is a corporation operating as an independent registered investment adviser since 2018. The firm is individually owned and focuses on advising individual and family clients. Its service mix centers on comprehensive financial planning, portfolio management for individuals and small businesses as well as for business/institutional accounts, and educational seminars and workshops. Compensation is primarily by a percentage of assets under management, with hourly billing also available. Fit reports it does not pursue ESG investing initiatives and does not act as a capital allocator or pension consultant. The firm lists an industry affiliation with an accountant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- US Government Bonds15%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds4%
Contacts
3 of 4Diana Harrison
Registered RepresentativeCRD 4333412
Travis Wesley
Investment Advisor RepresentativeCRD 6343271
Rachel Gustafson
AVP, Investment Advisor RepresentativeCRD 6323899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 15350 Sw Sequoia Pkwy
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Continuity Wealth Management, Corp.
RIAPortland, OR
Sortis Fund Manager, LLC
RIAPortland, OR
Inman Financial Services, Inc.
RIAPortland, OR
CLS Financial Advisors, Inc.
RIAPortland, OR
Portland Private Wealth Management, Inc.
RIAPortland, OR
SMB Financial Services, Inc.
RIAPortland, OR