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).
Current Firm Details
By the Numbers
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Total Assets Under Management35MILLION
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Total Number of Accounts120ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Tacoma Investment Group
1
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 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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