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 is registered with the SEC since 2014. Ownership is held by an individual, and the entity is classified in the data as "unclassified." Publicly available disclosures provide only basic regulatory and structural details; the firm has not published a clear profile of its advisory services, target client segments, fee arrangements, or specific investment mandates. The firm's snapshot flags several operational characteristics: it is not identified as a capital allocator, does not self-report as an active ESG investor, is not listed as a multi-state adviser, is not newly formed, and is not characterized as a pension consultant or related adviser.
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 1JAMES RICHARDS
Chief Financial OfficerCRD 2680389
Contacts
3 of 3APRYL 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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