TACOMA INVESTMENT GROUP

TACOMA INVESTMENT GROUP is an SEC-registered investment adviser (CRD 116741). Regulatory assets under management: $43.5M.

Registration

• CRD: 116741
• Type: Registered investment adviser
• Phone: 253-761-8494
• Latest filing: 2026-01-27
• Regulatory AUM: $43.5M
• Discretionary AUM: $43.5M
• Clients: 1
• Accounts: 114

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116741 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search