Investment Visa Consultants, LLC
Firm details
- Headquarters
- Lake Oswego, Oregon
- CRD number
- 169254
- Registered since
- August 21, 2014
Firm profile
FINTRXOverview
Investment Visa Consultants, LLC is an SEC-registered investment adviser organized as a limited liability company and first registered in 2014. The firm is owned by an individual and is labeled in public filings as "Unclassified." Disclosures indicate it does not act as a capital allocator and is not identified as an active ESG investor. The firm also is not listed as a multistate adviser, newly formed adviser, pension consultant, or related adviser in the available record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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