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 an SEC-registered advisory firm formed as a limited liability company and registered with the SEC in 2014. The firm is owned by an individual and is categorized as "unclassified" in the available snapshot. The publicly listed profile provides minimal detail about the firm's services or client segmentation. The firm's snapshot flags several negative/minimal activity markers: it is not identified as a capital allocator, is not an active ESG investor, is not a pension consultant, and is not reported as a related adviser. It is also not listed as a newly formed adviser.

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