Chief Compliance Officer · Fort Vancouver Investment Management, LLC
Holly C. Breeden
CRD 6365891 · Named on Form ADV at one SEC-registered adviser
At a glance
Fort Vancouver Investment Management, LLC, an SEC-registered wealth manager based in Vancouver, WA with $237 million in regulatory assets, lists Holly C. Breeden on its Form ADV as Chief Compliance Officer.
Firms and roles
- Fort Vancouver Investment Management, LLCChief Compliance OfficerWealth manager · Vancouver, WA · $237M in regulatory assets
AtlasMembers
Holly’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Robert D. PoolInvestment Advisor/owner, Fort Vancouver Investment Management, LLC
- Matthew EbelingInvestment Advisor/owner, Fort Vancouver Investment Management, LLC
- Andrea M. SilbernagelAdvisor/owner, Fort Vancouver Investment Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Holly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.