INVESTMENT VISA CONSULTANTS, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
LAKE OSWEGO, Oregon
CRD number
169254
Registered since
August 21, 2014

Firm profile

FINTRX

Overview

Investment Visa Consultants, LLC is organized as a limited liability company and is registered with the SEC since 2014. Ownership is held by an individual, and the entity is classified in the data as "unclassified." Publicly available disclosures provide only basic regulatory and structural details; the firm has not published a clear profile of its advisory services, target client segments, fee arrangements, or specific investment mandates. The firm's snapshot flags several operational characteristics: it is not identified as a capital allocator, does not self-report as an active ESG investor, is not listed as a multi-state adviser, is not newly formed, and is not characterized as a pension consultant or related adviser.

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

1 of 1
  • JAMES RICHARDS

    Chief Financial OfficerCRD 2680389

Contacts

3 of 3
  • APRYL THOMPSON

    Director of ComplianceCRD 1700640

  • VAUGHAN DE KIRBY

    PresidentCRD 6189313

  • CHRISTINE L D DEKIRBY

    CRD 6303240

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LAKE OSWEGO, OR

CLACKAMAS

Location

LAKE OSWEGO, OR

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

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
CLACKAMAS
Address
2679 Glen Eagles Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth