Investor Fan

Investor Fan (CRD# 159301) is a financial advisory firm headquartered in , . They manage $255,405,413 in 1,060 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
http://www.investorfan.com
By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    1,060
    ACCOUNTS
  • Average Account Value
    $240,949
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, IN, LA, MT, OR, TX, WA

Financial Advisors at Investor Fan
Showing 1 - 9 of 9 top financial advisors.
1
Scott Bowhay, financial advisor Moraga CA
Scott P. Bowhay
CRD#: 867438
1036 Country Club Drive, Suite 206, Moraga, CA 94556

Scott Bowhay (CRD# 867438) is an Investment Advisor Representative working at Investor Fan in Moraga, CA and has over 41 years of experience in the finance industry.

2
Timothy Donivan, financial advisor La Grande OR
Timothy L. Donivan
CRD#: 3006499
1910 Island Avenue, La Grande, OR 97850

Timothy Donivan (CRD# 3006499) is an Investment Advisor Representative working at Investor Fan in La Grande, OR and has over 26 years of experience in the finance industry.

3
Vincent Donivan, financial advisor Coeur D'alene ID
Vincent L. Donivan
CRD#: 5866709
Coeur D'alene, ID

Vincent Donivan (CRD# 5866709) is an Investment Advisor Representative working at Investor Fan in Coeur D'alene, ID and has over 13 years of experience in the finance industry.

4
Rod Ehrlich, financial advisor Boise ID
Rod D. Ehrlich
CRD#: 3191263
Boise, ID

Rod Ehrlich (CRD# 3191263) is an Investment Advisor Representative working at Investor Fan in Boise, ID and has over 23 years of experience in the finance industry.

5
Deborah Ellis, financial advisor Granada Hills CA
Deborah W. Ellis
CRD#: 3203427
10718 White Oak Avenue, Suite 5, Granada Hills, CA 91344

Deborah Ellis (CRD# 3203427) is an Investment Advisor Representative working at Investor Fan in Granada Hills, CA and has over 12 years of experience in the finance industry.

6
Jeffrey Hughes, financial advisor Burien WA
Jeffrey S. Hughes
CRD#: 2082425
Burien, WA

Jeffrey Hughes (CRD# 2082425) is an Investment Advisor Representative working at Investor Fan in Burien, WA and has over 33 years of experience in the finance industry.

7
Edward Panfili, financial advisor Boise ID
Edward J. Panfili
CRD#: 1265719
Boise, ID

Edward Panfili (CRD# 1265719) is an Investment Advisor Representative working at Investor Fan in Boise, ID and has over 39 years of experience in the finance industry.

8
Margo Porter-Panfili, financial advisor Upland IN
Margo R. Porter-Panfili
CRD#: 5448766
Upland, IN

Margo Porter-Panfili (CRD# 5448766) is an Investment Advisor Representative working at Investor Fan in Upland, IN and has over 15 years of experience in the finance industry.

9
Dale Teachout, financial advisor Big Timber MT
Dale R. Teachout
CRD#: 2145516
116 W. Second Street, Big Timber, MT 59011

Dale Teachout (CRD# 2145516) is an Investment Advisor Representative working at Investor Fan in Big Timber, MT and has over 32 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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