Investment Visa Consultants, LLC

Broker-DealerFINRA Member
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 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

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

    James Richards

    Chief Financial OfficerCRD 2680389

Contacts

3 of 3
  • Apryl Thompson

    Apryl Thompson

    Director of ComplianceCRD 1700640

  • Vaughan De Kirby

    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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