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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 1, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Gustafson, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | |
| Gustafson, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | |
| Gustafson, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT | E | Control |
| HARRISON, DIANA, LJ | I | PRESIDENT | E | Control |
| CLEARMAN, JULIE, KATHRYN | I | DIRECTOR | B | |
| CLEARMAN, JULIE, KATHRYN | I | DIRECTOR | B | |
| CLEARMAN, JULIE, KATHRYN | I | DIRECTOR | B | |
| CLEARMAN, JULIE, KATHRYN | I | DIRECTOR | B | |
| CLEARMAN, JULIE, KATHRYN | I | DIRECTOR | B | |
| CLEARMAN, JULIE, KATHRYN | I | DIRECTOR | B | |
| CLEARMAN, JULIE, KATHRYN | I | DIRECTOR | B | |
| CLEARMAN, JULIE, KATHRYN | I | DIRECTOR | B | |
| CLEARMAN, JULIE, KATHRYN | I | DIRECTOR | B | |
| CLEARMAN, JULIE, KATHRYN | I | DIRECTOR | B | |
| CLEARMAN, JULIE, KATHRYN | I | DIRECTOR | B | |
| CLEARMAN, JULIE, KATHRYN | I | DIRECTOR | B | |
| CLEARMAN, JULIE, KATHRYN | I | DIRECTOR | B | |
| CLEARMAN, JULIE, KATHRYN | I | DIRECTOR | B | |
| CLEARMAN, JULIE, KATHRYN | I | DIRECTOR | B | |
| CLEARMAN, JULIE, KATHRYN | I | DIRECTOR | B | |
| CLEARMAN, JULIE, KATHRYN | I | DIRECTOR | B | |
| CLEARMAN, JULIE, KATHRYN | I | DIRECTOR | B | |
| CLEARMAN, JULIE, KATHRYN | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B | |
| HARRISON, DONALD, LEE | I | DIRECTOR | B |
Registrations
Federal
IA
Dec 1, 2025 REGISTERED
Notice Filings (6)
AZ CA CO OR TX WA
Address
15350 SW SEQUOIA PKWYSUITE 150
PORTLAND, OR 97224
United States
Phone: 503-906-5205