# Investor Fan

Investor Fan is a Bank / Wealth / Trust based in Snoqualmie, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Snoqualmie, United States
- **Region:** North America
- **Address:** Snoqualmie, WA, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** investorfan.com
- **LinkedIn:** https://linkedin.com/company/investorfan

## Regulatory record

- **CRD number:** 159301
- **SEC file number:** 801-111660
- **Registration status:** Registered
- **Reports private funds:** No

## About

Founded in 2012, Investor Fan established itself in Snoqualmie, Washington — a deliberate distance from Seattle's financial district, targeting wealth holders in the Eastside corridor. The firm's founding generation has not disclosed its principals publicly, and the entity operates without the branding common to RIA aggregators or multi-family office platforms. Investor Fan's posture is that of a planning-centric wealth manager, combining financial consulting with discretionary investment management. Core service lines span investment policy design, asset allocation, and ongoing portfolio oversight, with financial planning serving as the primary client-acquisition wedge. Geographic concentration remains the I-90 corridor between Bellevue and the Cascade foothills. The firm maintains no disclosed satellite offices or adjacent philanthropic vehicles. Team size and aggregate client assets are not public record — consistent with a practice that grows by referral rather than institutional marketing. No named vehicles, fund closes, or co-investment partnerships have been cited in the financial press. Investor Fan's structural differentiator is geographic and cultural: a wealth management practice anchored in a town of roughly 14,000, deliberately separated from Seattle's institutional money-management cluster. This architecture implies a relationship model built on proximity and planning continuity rather than product-manufacturing scale.

## Related profiles

- [Investor Advisory Group](https://altss.com/profile/investor-advisory-group)
- [Investors Asset Management of Georgia](https://altss.com/profile/investors-asset-management-of-georgia)

---

Updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/investor-fan

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology