Financial Investment Team ("fit")

Financial Investment Team ("fit") (CRD# 145724) is a financial advisory firm headquartered in Portland, OR. They manage $159,341,415 in 903 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
15350 Sw Sequoia Pkwy, Suite 150, Portland, OR 97224
http://www.fi-team.com
By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    903
    ACCOUNTS
  • Average Account Value
    $176,458
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, OR, TX, WA

Financial Advisors at Financial Investment Team ("fit")
Showing 1 - 3 of 3 top financial advisors.
1
Christine Garcia, financial advisor Portland OR
Christine L. Garcia
CRD#: 6125516
15350 Sw Sequoia Pkwy, Suite 150, Portland, OR 97224

Christine Garcia (CRD# 6125516) is an Investment Advisor Representative working at Financial Investment Team ("fit") in Portland, OR and has over 8 years of experience in the finance industry.

2
Rachel Gustafson, financial advisor Portland OR
Rachel Gustafson
CRD#: 6323899
15350 Sw Sequoia Pkwy, Suite 150, Portland, OR 97224

Rachel Gustafson (CRD# 6323899) is an Investment Advisor Representative working at Financial Investment Team ("fit") in Portland, OR and has over 9 years of experience in the finance industry.

3
Diana Harrison, financial advisor Portland OR
Diana L. Harrison
CRD#: 4333412
15350 Sw Sequoia Pkwy, Suite 150, Portland, OR 97224

Diana Harrison (CRD# 4333412) is an Investment Advisor Representative working at Financial Investment Team ("fit") in Portland, OR and has over 22 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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