| Name | Title | Ownership | Since |
|---|---|---|---|
| Diana Lj Harrison Control | President | Over 75% | 2007 |
| Rachel Gustafson | Chief Compliance Officer | Under 5% | 2024 |
Financial Investment Team, Inc. reports $186.4 million in regulatory assets under management on its Form ADV.
Financial Investment Team, Inc. reports 5 employees.
Financial Investment Team, Inc. is based in Portland, OR and has been SEC-registered since 2018.
Financial Investment Team, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 15350 SW Sequoia Pkwy, Suite 150, Portland, OR 97224 |
| Phone | 503-906-5205 |
| Fax | 503-639-4292 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $186.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $186.4M |