Interchange Clearing LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Vancouver, Washington
CRD number
332577
Registered since
May 12, 2025

Firm profile

FINTRX

Overview

Interchange Clearing LLC is organized as a limited liability company and is recorded as an SEC-registered adviser in 2025. Ownership is recorded as a combination of a domestic corporate entity and an individual. In the snapshot data the firm is categorized as unclassified and is not identified as a capital allocator. The firm is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or a related adviser to another registered manager. Several typical firm attributes such as fee structure, stated business activities and advisory lines were not provided in the available summary.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael Giles

    Michael Giles

    Chief Executive OfficerCRD 6148642

  • Lisa Bridgeford

    Lisa Bridgeford

    Chief Compliance OfficerCRD 2226230

Contacts

3 of 3
  • Lynley Barbano

    Lynley Barbano

    Operations LeaderCRD 2239052

  • Louis Weitkam

    Louis Weitkam

    Finance LeaderCRD 3271399

  • Nicholas Warlen

    Nicholas Warlen

    Principal Software EngineerCRD 6778529

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Vancouver, WA

Clark

Location

Vancouver, WA

Headquartered in Vancouver, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Clark
Address
700 Washington St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth