Limoges Investment Management Pc

Limoges Investment Management Pc (CRD# 117328) is a financial advisory firm headquartered in Vancouver, WA. They manage $35,744,877 in 93 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $384,354
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Other
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.

OR, WA

Financial Advisors at Limoges Investment Management Pc
Showing 1 - 1 of 1 top financial advisors.
1
Craig S. Limoges
CRD#: 1420144
10000 Ne 7th Avenue, Suite 205, Vancouver, WA 98685
96
Wealthminder
score

Craig Limoges (CRD# 1420144) is an Investment Advisor Representative working at Limoges Investment Management Pc in Vancouver, WA and has over 32 years of experience in the finance industry. Craig Limoges 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.

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