Vault

Vault (CRD# 175403) is a financial advisory firm headquartered in Portland, OR. They manage $1,100,000 in 507 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    507
    ACCOUNTS
  • Average Account Value
    $2,170
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

AZ, CA, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, PR, SC, TN, TX, VA, VI, VT, WA

Financial Advisors at Vault
Showing 1 - 1 of 1 top financial advisors.
1
Randheep Fernando
CRD#: 5503736
1455 Nw Irving St Suite 200, Portland, OR 97209
90
Wealthminder
score

Randheep Fernando (CRD# 5503736) is an Investment Advisor Representative working at Vault in Portland, OR and has over 3 years of experience in the finance industry.

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