Tacoma Investment Group

Tacoma Investment Group (CRD# 116741) is a financial advisory firm headquartered in Tacoma, WA. They manage $18,522,000 in 87 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $212,897
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

WA

Financial Advisors at Tacoma Investment Group
Showing 1 - 2 of 2 top financial advisors.
1
Laurence O. Elvins
CRD#: 1270711
P.o. Box 7004, Tacoma, WA 98406
93
Wealthminder
score

Laurence Elvins (CRD# 1270711) is an Investment Advisor Representative working at Tacoma Investment Group in Tacoma, WA and has over 32 years of experience in the finance industry.

2
Nicholas J. Herb
CRD#: 1679356
Vashon Island, WA
93
Wealthminder
score

Nicholas Herb (CRD# 1679356) is an Investment Advisor Representative working at Tacoma Investment Group in Vashon Island, WA and has over 29 years of experience in the finance industry.

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