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FINANCIAL INVESTMENT TEAM ("FIT")

PORTLAND, OR · CRD 145724 · IAPD ↗ · fi-team.com · 503-906-5205

$209.1MRegulatory AUM
5Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2024 — FINANCIAL INVESTMENT TEAM ("FIT") reports 251-500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.