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 organized as a limited liability company and is identified in the FINTRX snapshot as individually owned. The firm's profile is marked "Unclassified," and the available data does not characterize it as a capital allocator or as engaging in ESG-focused investing. It is also flagged as not being a multi-state adviser, not newly formed, and not a pension consultant or related adviser. The firm has not provided detail on its business activities, advisory services, client base, or fee structure in the FINTRX record. Those omissions limit what can be said about its investment approach, target clients, or service model. The profile therefore reads as a small, owner-operated entity with minimal public disclosure on operations or investment strategy. FINTRX indicates a potential inconsistency in the firm's administrative data: while the snapshot marks the adviser as not multi-state, the location data (below) lists multiple offices in more than one state. That difference appears in the source profile and may reflect how the firm reports its regulatory or operational status versus its physical locations.
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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