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 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
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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