Figure 8 Investment Strategies LLC

Figure 8 Investment Strategies LLC (CRD# 282973) is a financial advisory firm headquartered in Boise, ID. They manage $166,423,863 in 400 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1410 W Washington St, Boise, ID 83702
http://figure8investing.com/
By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $416,060
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ID, NY, OR, PA, TX, WA

Financial Advisors at Figure 8 Investment Strategies LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lisa Cooper, financial advisor Boise ID
Lisa M. Cooper
CRD#: 2407967
1410 W Washington St, Boise, ID 83702

Lisa Cooper (CRD# 2407967) is an Investment Advisor Representative working at Figure 8 Investment Strategies LLC in Boise, ID and has over 29 years of experience in the finance industry.

2
Travis Stright, financial advisor Boise ID
Travis J. Stright
CRD#: 7384920
1410 W Washington St, Boise, ID 83702

Travis Stright (CRD# 7384920) is an Investment Advisor Representative working at Figure 8 Investment Strategies LLC in Boise, ID and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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