INVESTOR FAN

INVESTOR FAN is an SEC-registered investment adviser (CRD 159301). Regulatory assets under management: $787.4M.

Registration

• CRD: 159301
• SEC file number: 801-111660
• Type: Registered investment adviser
• Phone: 425-372-7517
• Latest filing: 2026-03-20
• Regulatory AUM: $787.4M
• Discretionary AUM: $787.4M
• Clients: 18
• Accounts: 2,236

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 159301 on SEC IAPD (source of record)
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