Investment Visa Consultants, LLC
Firm details
- Headquarters
- Lake Oswego, Oregon
- CRD number
- 169254
- Registered since
- August 21, 2014
Firm profile
FINTRXOverview
Investment Visa Consultants, LLC is a limited liability company that registered with the SEC in 2014. FINTRX lists the firm as individually owned and classifies it as “unclassified.” The profile flags indicate the adviser is not a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser. The dataset does not include a description of specific advisory services, client segments, or fee structures, so public-facing business lines and target client types are not documented in this source.
Assets & Accounts
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
Owners & executives
1 of 1
James Richards
Chief Financial OfficerCRD 2680389
Contacts
3 of 3
Apryl Thompson
Director of ComplianceCRD 1700640

Vaughan De Kirby
PresidentCRD 6189313
Christine L D Dekirby
CRD 6303240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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