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CRD#: 332577
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for INTERCHANGE CLEARING LLC Comes From
Understanding the Statistics for INTERCHANGE CLEARING LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
700 Washington Street Suite 401, Vancouver, WA 98660
Mailing Address
700 Washington Street Suite 401, Vancouver, WA 98660
Firm Size
Small
Phone Number
+1 (855) 468-7934
Established
Delaware since 06/25/2024
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at INTERCHANGE CLEARING LLC
LB
Lisa Ann Bridgeford
RR
CRD#: 2226230
Location:
Vancouver, WA 98660
Company:
INTERCHANGE CLEARING LLC
Disclosures:
Experience:
29 years
LB
Lynley Estelle Barbano
RR
CRD#: 2239052
Location:
Vancouver, WA 98660
Company:
INTERCHANGE CLEARING LLC
Disclosures:
Experience:
33 years
MG
Michael Harland Giles
RR
CRD#: 6148642
Location:
Vancouver, WA 98660
Company:
INTERCHANGE CLEARING LLC
Disclosures:
Experience:
12 years
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