Unclaimed Profile

Holly Crowe Breeden

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC·VANCOUVER, Washington

Clean recordFORT VANCOUVER INVESTMENT MANAGEMENT, LLC

1601 OFFICERS ROW, VANCOUVER, WA 98661CRD# 6365891Firm CRD# 157019

Profile Verification

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

Identity

Holly Crowe Breeden · VANCOUVER, WA

Registration

CRD #6365891 · FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

AUM

$166M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FORT VANCOUVER INVESTMENT MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 6365891

Firm CRD# 157019

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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