Financial Investment Team ("fit")

Financial Investment Team ("fit") (CRD# 145724) is a financial advisory firm headquartered in Portland, OR. They manage $91,587,080 in 1,222 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    1,222
    ACCOUNTS
  • Average Account Value
    $74,949
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, LA, OR, TX, WA

Financial Advisors at Financial Investment Team ("fit")
Showing 1 - 3 of 3 top financial advisors.
1
Diana L. Harrison
CRD#: 4333412
15350 Sw Sequoia Pkwy, Suite 150, Portland, OR 97224
96
Wealthminder
score

Diana Harrison (CRD# 4333412) is an Investment Advisor Representative working at Financial Investment Team ("fit") in Portland, OR and has over 15 years of experience in the finance industry. Diana Harrison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael F. Bien
CRD#: 4836956
15350 Sw Sequoia Pkwy, Suite 150, Portland, OR 97224
93
Wealthminder
score

Michael Bien (CRD# 4836956) is an Investment Advisor Representative working at Financial Investment Team ("fit") in Portland, OR and has over 12 years of experience in the finance industry.

3
Jason A. Stewart
CRD#: 5917744
15350 Sw Sequoia Pkwy, Suite 150, Portland, OR 97224
90
Wealthminder
score

Jason Stewart (CRD# 5917744) is an Investment Advisor Representative working at Financial Investment Team ("fit") in Portland, OR and has over 4 years of experience in the finance industry.

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