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Joseph C Zimlich

VARIANT INVESTMENTS, LLC·PORTLAND, Oregon
Unclaimed Profile
10200 SW GREENBURG ROAD, PORTLAND, OR 97223CRD# 6879324Firm CRD# 289261
01

About

Joseph C Zimlich is a registered financial advisor based in PORTLAND, Oregon, affiliated with VARIANT INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
VARIANT INVESTMENTS, LLC
VARIANT INVESTMENTS
AUM
$3.0B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at VARIANT INVESTMENTS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6879324
Firm CRD# 289261
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph C Zimlich offer?
Joseph C Zimlich specializes in Investment Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.
What are Joseph C Zimlich's credentials?
Joseph C Zimlich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph C Zimlich located?
Joseph C Zimlich is based in PORTLAND, Oregon, working with VARIANT INVESTMENTS, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Joseph C Zimlich charge for services?
Joseph C Zimlich's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VARIANT INVESTMENTS, LLC?
VARIANT INVESTMENTS, LLC has approximately 28 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
LAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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