RIA Intel›Advisers›Washington›TACOMA INVESTMENT GROUP, INC.

TACOMA INVESTMENT GROUP, INC.

Advisory

WA

Data as of Jan 27, 2026 · Source: SEC Form ADV

Average account

$382K

across 114 accounts

AUM per adviser

$44M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$44M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$44M

Discretionary AUM$44M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients114

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

114 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

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INVESTOR RESOURCES INC

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