Investment Visa Consultants, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Lake Oswego, Oregon
CRD number
169254
Registered since
August 21, 2014

Firm profile

FINTRX

Overview

Investment Visa Consultants, LLC is organized as a limited liability company and first registered with the SEC in 2014. The firm is recorded as owner-operated (individual owner) and is classified in the dataset as "unclassified." Profile fields indicate the firm is not a capital allocator, does not report active ESG investing, and is not identified as a pension consultant or a related adviser. Regulatory and business-activity fields in the available record are sparse: client type, fee structure, and advisory activities are not populated in the source data. The profile therefore reflects basic structural and regulatory facts rather than a clear description of service lines or investment strategy.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • James Richards

    James Richards

    Chief Financial OfficerCRD 2680389

Contacts

3 of 3
  • Apryl Thompson

    Apryl Thompson

    Director of ComplianceCRD 1700640

  • Vaughan De Kirby

    Vaughan De Kirby

    PresidentCRD 6189313

  • Christine L D Dekirby

    CRD 6303240

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lake Oswego, OR

Clackamas

Location

Lake Oswego, OR

Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Clackamas
Address
2679 Glen Eagles Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth