Fort Vancouver Investment Management is an independent Registered Investment Advisor based in Vancouver, WA with managed assets exceeding $100 million. As a fee-only advisor we offer customized financial solutions that help our clients maintain their lifestyle throughout life’s transitions – personal and professional milestones, retirement, legacy goals and more. All our services are rooted in making recommendations that serve our clients best interest, not ours.
View Top Employees from Fort Vancouver Investment Management, LLC| Website | http://fortvancouverim.com |
| Revenue | $7 million |
| Employees | 5 (4 on RocketReach) |
| Address | 1601 Officers Row, Vancouver, Washington 98661, US |
| Phone | (360) 823-0477 |
| Fax | (360) 695-5987 |
| Technologies |
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| Industry | Investment Management, Finance General, Finance |
| Competitors | Busch Financial LLC, Covenant Wealth Advisors, PIERMONT WEALTH MANAGEMENT |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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Fort Vancouver Investment Management, LLC Questions
The Fort Vancouver Investment Management, LLC annual revenue was $7 million in 2024.
4 people are employed at Fort Vancouver Investment Management, LLC.
Fort Vancouver Investment Management, LLC is based in Vancouver, Washington.
The NAICS codes for Fort Vancouver Investment Management, LLC are [5239, 52393, 523, 52].
The SIC codes for Fort Vancouver Investment Management, LLC are [62, 628].
Top Fort Vancouver Investment Management, LLC Employees
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