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Holly Crowe Breeden

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC·VANCOUVER, Washington
Unclaimed Profile
1601 OFFICERS ROW, VANCOUVER, WA 98661CRD# 6365891Firm CRD# 157019
01

About

Holly Crowe Breeden is a registered financial advisor based in VANCOUVER, Washington, affiliated with FORT VANCOUVER INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
AUM
$166M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FORT VANCOUVER INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6365891
Firm CRD# 157019
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Holly Crowe Breeden offer?
Holly Crowe Breeden specializes in Financial Planning, Investment Management. Contact their office in VANCOUVER, Washington for a consultation.
What are Holly Crowe Breeden's credentials?
Holly Crowe Breeden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Holly Crowe Breeden located?
Holly Crowe Breeden is based in VANCOUVER, Washington, working with FORT VANCOUVER INVESTMENT MANAGEMENT, LLC. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.
How does Holly Crowe Breeden charge for services?
Holly Crowe Breeden's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORT VANCOUVER INVESTMENT MANAGEMENT, LLC?
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC has approximately 4 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)TACOMA (62)BELLINGHAM (55)
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