FINANCIAL INVESTMENT TEAM, INC.
Legal name: FINANCIAL INVESTMENT TEAM ("FIT")
CRD #145724 SEC #801-114111 PORTLAND, OR 503-906-5205
SEC Registered
Total AUM
$186.4M
Discretionary
$186.4M
Employees
5
Clients
251
Accounts
855
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $186.4M | $186.4M | $0 | 5 | 0 |
| Mar 2025 | $186.4M | $186.4M | $0 | 5 | 0 |
| Mar 2024 | $159.3M | $159.3M | $0 | 5 | 0 |
| Jun 2023 | $135.6M | $135.6M | $0 | 4 | 2 |
| Mar 2023 | $135.6M | $135.6M | $0 | 4 | 2 |
| Aug 2022 | $145.7M | $145.6M | $62.6K | 4 | 2 |
| Jul 2022 | $145.7M | $145.6M | $62.6K | 4 | 2 |
| Mar 2022 | $145.7M | $145.6M | $62.6K | 4 | 2 |
| Oct 2021 | $119.5M | $119.4M | $59.6K | 4 | 1 |
| Apr 2021 | $119.5M | $119.4M | $59.6K | 4 | 1 |
| Mar 2021 | $119.5M | $119.4M | $59.6K | 4 | 1 |
| Oct 2020 | $109.9M | $109.9M | $55.1K | 3 | 1 |
| Aug 2020 | $109.9M | $109.9M | $55.1K | 3 | 1 |
| Jun 2020 | $109.9M | $109.9M | $55.1K | 3 | 1 |
| Jun 2020 | $109.9M | $109.9M | $55.1K | 3 | 1 |
| Apr 2020 | $109.9M | $109.9M | $55.1K | 3 | 1 |
| Mar 2020 | $109.9M | $109.9M | $55.1K | 3 | 1 |
| Dec 2019 | $107.9M | $107.8M | $51.8K | 6 | 0 |
| Apr 2019 | $107.9M | $107.8M | $51.8K | 6 | 0 |
| Apr 2019 | $107.9M | $107.8M | $51.8K | 6 | 0 |
| Mar 2019 | $107.9M | $107.8M | $51.8K | 6 | 0 |
| Jan 2019 | $106.9M | $106.8M | $55.7K | 5 | 0 |
| Dec 2018 | $106.9M | $106.8M | $55.7K | 5 | 0 |
| Sep 2018 | $106.9M | $106.8M | $55.7K | 5 | 0 |
DateDec 2025
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$159.3M
Discretionary$159.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2023
Total AUM$135.6M
Discretionary$135.6M
Non-Disc.$0
Employees4
Clients2
DateMar 2023
Total AUM$135.6M
Discretionary$135.6M
Non-Disc.$0
Employees4
Clients2
DateAug 2022
Total AUM$145.7M
Discretionary$145.6M
Non-Disc.$62.6K
Employees4
Clients2
DateJul 2022
Total AUM$145.7M
Discretionary$145.6M
Non-Disc.$62.6K
Employees4
Clients2
DateMar 2022
Total AUM$145.7M
Discretionary$145.6M
Non-Disc.$62.6K
Employees4
Clients2
DateOct 2021
Total AUM$119.5M
Discretionary$119.4M
Non-Disc.$59.6K
Employees4
Clients1
DateApr 2021
Total AUM$119.5M
Discretionary$119.4M
Non-Disc.$59.6K
Employees4
Clients1
DateMar 2021
Total AUM$119.5M
Discretionary$119.4M
Non-Disc.$59.6K
Employees4
Clients1
DateOct 2020
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$55.1K
Employees3
Clients1
DateAug 2020
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$55.1K
Employees3
Clients1
DateJun 2020
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$55.1K
Employees3
Clients1
DateJun 2020
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$55.1K
Employees3
Clients1
DateApr 2020
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$55.1K
Employees3
Clients1
DateMar 2020
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$55.1K
Employees3
Clients1
DateDec 2019
Total AUM$107.9M
Discretionary$107.8M
Non-Disc.$51.8K
Employees6
Clients0
DateApr 2019
Total AUM$107.9M
Discretionary$107.8M
Non-Disc.$51.8K
Employees6
Clients0
DateApr 2019
Total AUM$107.9M
Discretionary$107.8M
Non-Disc.$51.8K
Employees6
Clients0
DateMar 2019
Total AUM$107.9M
Discretionary$107.8M
Non-Disc.$51.8K
Employees6
Clients0
DateJan 2019
Total AUM$106.9M
Discretionary$106.8M
Non-Disc.$55.7K
Employees5
Clients0
DateDec 2018
Total AUM$106.9M
Discretionary$106.8M
Non-Disc.$55.7K
Employees5
Clients0
DateSep 2018
Total AUM$106.9M
Discretionary$106.8M
Non-Disc.$55.7K
Employees5
Clients0