VICKERMAN INVESTMENT ADVISORS, INC.

RIASEC RegisteredEst. 2021
Total AUM
$632M
Discretionary
$632M
100% of AUM
Avg account
$546K
Accounts
1,159
Employees
7
Advisory reps
5

Firm details

Headquarters
SPOKANE, Washington
CRD number
313240
Registered since
March 26, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI85.64%
  • Individuals13.73%
  • Corporations / Businesses0.56%
  • Charitable Organizations0.07%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Vickerman Investment Advisors, Inc. is an independent, SEC-registered advisory corporation (registered in 2021) owned by an individual. The firm charges fees as a percentage of assets under management and serves both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not provide pension consulting or operate as a related adviser to another firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 77%, Exchange Traded Equities 22%, Cash & Cash Equivalents 1%77%
  • Public Funds/Mutual Funds77%
  • Exchange Traded Equities22%
  • Cash & Cash Equivalents1%

Contacts

3 of 5
  • MICHAEL VICKERMAN

    Senior Investment AdvisorCRD 2510165

  • Dylan Bohnert

    Associate Investment AdvisorCRD 8033858

  • JEREMY HOUY

    Senior Investment AdvisorCRD 4488876

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 79

Active vs passive

$631M in ETFs

Passive

75%

$475M

Active

23%

$156M

ETFProviderStyleCategoryValueShares% of portfolio
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND)PIMCOActiveIntermediate Core Plus Bond$68.1M738,21810.80%

Location

Primary office

SPOKANE, WA

SPOKANE

Location

SPOKANE, WA

Headquartered in SPOKANE, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.

Metro area
Spokane-Spokane Valley-Coeur d'Alene, WA-ID
Region
West
County
SPOKANE
Address
4102 S Regal St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth