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Limoges Investment Management Pc (Vancouver)


Limoges Investment Management Pc is an adviser based in Vancouver. It manages $63.04 million of regulatory assets for 203 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Oregon, Texas, and Washington.




Limoges Investment Management Pc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and investment analysis and advice. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Limoges Investment Management Pc: assets under management

The assets under management (AUM) of Limoges Investment Management Pc is $63.04 million. The firm's AUM has grown by 85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55.67 million in discretionary accounts and $7.37 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $331.35 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $210.68 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Limoges Investment Management Pc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Vancouver

The principal office where Limoges Investment Management Pc performs its advisory services is located at 10000 Ne 7 Th Avenue, Suite 205, Vancouver, WA 98685, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 360-694-2752 or by fax 360-694-2802. The normal business hours are 9:00am - 5:00pm on Monday - Friday.


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