Interchange Clearing LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
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 with ownership reported as a combination of a domestic entity and an individual. Public records classify the firm as unclassified rather than assigning it a standard advisory category. The firm is not identified as a capital allocator and is not described as an active ESG investor. The available snapshot flags several operational attributes: it is not listed as a multi-state adviser, not newly formed, and it is not denoted as a pension consultant or a related adviser. There is no descriptive detail on fee structure, client segments, or specific advisory activities in the source data.

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

3 of 3
  • Philip Hagen

    Philip Hagen

    President, Chief Compliance OfficerCRD 2300287

  • Lisa Bridgeford

    Lisa Bridgeford

    Chief Compliance OfficerCRD 2226230

  • Michael Giles

    Michael Giles

    Chief Executive OfficerCRD 6148642

Contacts

3 of 4
  • Lynley Barbano

    Lynley Barbano

    Operations LeaderCRD 2239052

  • Louis Weitkam

    Louis Weitkam

    Finance LeaderCRD 3271399

  • Ryan Price

    Ryan Price

    Operations ManagerCRD 6243394

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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