Financial Investment Team, Inc.
● SEC registered since 2018CRD 145724SEC# 801-114111Portland, OR
Reg. AUM
$209.1M
Employees
5
Accounts
870
Location
Portland, OR
Financial Investment Team, Inc. assets under management
Financial Investment Team, Inc. is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2018. It reports $209.1 million in regulatory assets under management and employs 5 people.
Financial Investment Team, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Diana Lj Harrison Control | President, Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Financial Investment Team, Inc. manage?
Financial Investment Team, Inc. reports $209.1 million in regulatory assets under management on its Form ADV.
How many employees does Financial Investment Team, Inc. have?
Financial Investment Team, Inc. reports 5 employees.
Where is Financial Investment Team, Inc. located?
Financial Investment Team, Inc. is based in Portland, OR and has been SEC-registered since 2018.
Does Financial Investment Team, Inc. disclose fund performance?
Financial Investment Team, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15350 SW Sequoia Pkwy, Suite 150, Portland, OR 97224 |
| Phone | 503-906-5205 |
| Fax | 503-639-4292 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$209.1M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$209.1Mregulatory AUM
Discretionary $209.1M