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| Financial Investment Team Inc
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|
|---|---|
| CRD # | 145724 |
| SEC # | 801-114111 |
| CIK # | 0000318833, 0001845163 |
| AUM | $186.4 M (2025-03-20) |
| Employees | 5 (100% Investors, 80% Brokers) |
| Phone | 503-906-5205 |
| Address | 15350 SW Sequoia Pkwy Portland, OR 97224 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 5.8 | ||
| Apple Inc | 0.7 | ||
| Costco Wholesale Corp /NEW | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 490 | 101.5 |
| (b) Individuals (high net worth individuals) | 41 | 84.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 855 | 186.4 |
| By Discretionary | ||
| Discretionary | 855 | 186.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 855 | 186.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.4 | |
| Total | 855 | 186.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000318833] | |
| 10-Q | [0000318833] | |
| 3 | [0000318833] | |
| 4 | [0000318833] | |
| 5 | [0000318833] | |
| 8-K | [0000318833] | |
| SC 13D | [0000318833] | |
| SC 13G | [0000318833] | |
| 13F-HR | [0001845163] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cygnet Financial Planning Inc
✚
|
MI | 0.2 |
|
Regatta Research & Money Management LLC
✚
|
LA | 0.2 |
|
Quest 10 Wealth Builders Inc
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|
NC | 0.2 |
|
Closed-End Fund Advisors Inc
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|
VA | 0.2 |
|
UP Capital Management Inc
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|
0.2 | |
|
Mandalay Financial LLC
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|
TX | 0.2 |
|
Hughes Warren Inc
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|
OK | 0.2 |
|
Nestlerode & LOY Inc
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|
PA | 0.2 |
|
Mosley Wealth Management Inc
✚
|
CA | 0.2 |
|
Bond Tech Inc
✚
|
OH | 0.2 |