# FINANCIAL INVESTMENT TEAM, INC.

FINANCIAL INVESTMENT TEAM, INC. of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 145724
- Type: SEC-registered investment adviser
- SEC file number: 801-114111
- Location: 15350 SW SEQUOIA PKWY, SUITE 150, PORTLAND, OR, 97224
- Phone: 503-906-5205
- Latest filing: 2026-02-26
- Regulatory AUM: $209.1M
- Discretionary AUM: $209.1M
- Clients: 5
- Accounts: 870

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Harrison Lee | DIRECTOR | Savannah, GA |
| Diana Lj Harrison | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Rachel Gustafson | CHIEF COMPLIANCE OFFICER | — |
| HARRISON DIANA LJ | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| CLEARMAN JULIE KATHRYN | DIRECTOR | — |
| Gustafson Rachel | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 503-906-5205 |
| — | — | 1 | 503-906-5205 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145724/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145724/similar
- Related entities: https://search.stillhousedata.com/firm/145724/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145724

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.