Financial Investment Team ("fit")
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 145724
- SEC number
- 801-114111
- Firm type
- RIA
- Assets under management
- $209.1M as of Feb 26, 2026
- Website
- www.fi-team.com ↗
- Phone
- 503-906-5205
- Address
- 15350 Sw Sequoia Pkwy, Portland, OR, 97224
Advisors at this firm
4 in our index · page 1 of 1
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Christine Lam GarciaCRD 6125516 · Portland, ORIA RegisteredBroker
-
Rachel GustafsonCRD 6323899 · Portland, ORIA RegisteredBroker
-
Diana Lj HarrisonCRD 4333412 · Portland, ORIA RegisteredBroker
-
Travis J WesleyCRD 6343271 · Portland, ORIA RegisteredBroker
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 145724 ↗
FINRA BrokerCheck record for firm CRD 145724 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.