Financial Investment Team ("fit")
Financial Investment Team ("fit") is an SEC-registered mass-market adviser in Portland, OR with $209.1M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Financial Investment Team ("fit"): ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145724, SEC 801-114111, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $209.1M (2026-02-26)
- Firm type
- Mass-Market Adviser
- Location
- Portland, OR
- Employees
- 5
- Clients
- 303
- CRD
- 145724
- Ownership
- HARRISON, DONALD, LEE; HARRISON, DIANA, LJ; CLEARMAN, JULIE, KATHRYN; Gustafson, Rachel
How much AUM does Financial Investment Team ("fit") have?
Financial Investment Team ("fit") reported $209.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Financial Investment Team ("fit")?
Disclosed owners and executives of Financial Investment Team ("fit") include HARRISON, DONALD, LEE, HARRISON, DIANA, LJ, CLEARMAN, JULIE, KATHRYN, Gustafson, Rachel. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.