Unclaimed Profile

Joseph C Zimlich

VARIANT INVESTMENTS, LLC·PORTLAND, Oregon

Clean recordVARIANT INVESTMENTS, LLC

10200 SW GREENBURG ROAD, PORTLAND, OR 97223CRD# 6879324Firm CRD# 289261

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph C Zimlich · PORTLAND, OR

Registration

CRD #6879324 · VARIANT INVESTMENTS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

VARIANT INVESTMENTS, LLC

VARIANT INVESTMENTS

AUM

$3.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VARIANT INVESTMENTS, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6879324

Firm CRD# 289261

View on FINRA BrokerCheck →

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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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