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 advisory corporation (registered in 2021) owned by an individual. The firm charges fees as a percentage of assets under management and serves both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not provide pension consulting or operate as a related adviser to another firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities22%
- Cash & Cash Equivalents1%
Contacts
3 of 5MICHAEL 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
$631M in ETFs
75%
$475M
23%
$156M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND) | PIMCO | Active | Intermediate Core Plus Bond | $68.1M | 738,218 | 10.80% |
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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