Tacoma Investment Group

Tacoma Investment Group (CRD# 116741) is a financial advisory firm headquartered in Tacoma, WA. They manage $34,986,918 in 120 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $291,558
Compensation Options
  • A percentage of assets under your management
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
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 7002, Tacoma, WA 98417

Laurence Elvins (CRD# 1270711) is an Investment Advisor Representative working at Tacoma Investment Group in Tacoma, WA and has over 39 years of experience in the finance industry.

2
Nicholas J. Herb
CRD#: 1679356
Po Box 7002, Tacoma, WA 98417

Nicholas Herb (CRD# 1679356) is an Investment Advisor Representative working at Tacoma Investment Group in Tacoma, WA and has over 36 years of experience in the finance industry.

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