Vickerman Investment Advisors, Inc.
Firm details
- Headquarters
- Spokane, Washington
- CRD number
- 313240
- Registered since
- March 26, 2021
- Website
- vickerman.us
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.64%
- Individuals13.73%
- Corporations / Businesses0.56%
- Charitable Organizations0.07%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vickerman Investment Advisors, Inc. is an independent, SEC-registered RIA that began registration in 2021 and is owned by an individual. The firm provides fee-based wealth management, charging a percentage of assets under management, and focuses on financial planning and portfolio management for individuals, families and small businesses. Its client mix includes both private clients and institutional relationships. The firm does not characterize itself as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities22%
- Cash & Cash Equivalents1%
Contacts
3 of 5
Michael Vickerman
Senior Investment AdvisorCRD 2510165
Dylan Bohnert
Associate Investment AdvisorCRD 8033858
Jeremy Houy
Senior Investment AdvisorCRD 4488876
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$704M in ETFs
78%
$547M
20%
$158M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $64.6M | 339,185 | 9.17% |
Location
Spokane, WA
Spokane
Location
Spokane, WA
Headquartered in Spokane, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- Spokane
- Address
- 4102 S Regal St
- Time zone
- PT (UTC-8)
- Office locations
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