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FINANCIAL INVESTMENT TEAM ("FIT")

Investment AdvicePORTLAND, OR

Assets Under Management

$186.4M

Total AUM

Donut chart: Discretionary 186.4M
Category	Value
Discretionary	186.4M

Adviser Information

Field	Value
CRD Number	145724
SEC Number	801-114111
Street Address	15350 SW SEQUOIA PKWY
Street Address 2	SUITE 150
Location	PORTLAND, OR 97224
Country	United States
Phone	503-906-5205
Fax	503-639-4292
Total Employees	5

Client Count by Type (531 Total)

Horizontal bar chart: Individuals (other than H… 490, High Net Worth Individual… 41
Category	Value
Individuals (other than H…	490
High Net Worth Individual…	41

Financial Investment Team ("Fit"), OR — Investment Adviser | BuildTrust