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Fort Vancouver Investment Management, LLC CRD 157019
$237M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1601 Officers Row, Vancouver, WA 98661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-26 |
| OR | RA | APPROVED | 2022-07-26 |
| TX | RA | APPROVED | 2022-07-26 |
| WA | RA | APPROVED | 2022-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clark College | Vancouver | WA | 07/2016 | 08/2021 |
| Tributa Tax & Accounting Llc | Vancouver | WA | 01/2013 | Present |
| Clive Financial Services | Vancouver | WA | 01/2018 | 04/2022 |
| Fort Vancouver Investment Management, Llc | Vancouver | WA | 05/2022 | Present |
Tributa Tax & Accounting LLC (non-investment related) 1605 Officers Row, Vancouver, WA 98661 Owner, Enrolled Agent since 2018 10 hours per week, 40 hours per week during tax season Duties include bookkeeping for small businesses, payroll tax reporting, local tax reporting and tax preparation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-18 |
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