Adviser Record

Interchange Advisers LLC

Registered investment adviser · Vancouver, WA · CRD #338973

Form ADV data as of 2026-09-01
Regulatory assets
$0
Total accounts
0
Employees
4
Disclosure events
0

Firm details

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$0
Non-discretionary regulatory assets under management$0
Total regulatory assets under management$0
Discretionary accounts0
Non-discretionary accounts0
Total accounts0
Regulatory assets under management attributable to non-U.S. persons$0

People

Total employees (excluding clerical)4
Employees performing investment advisory functions (including research)4
Employees who are registered representatives of a broker-dealer4
Employees registered as investment adviser representatives with a state1
Employees registered as IARs for another investment adviser0
Employees who are licensed insurance agents0
Firms or persons who solicit advisory clients on the firm's behalf0

Custody

Has custody of client cash or bank accountsYes
Has custody of client securitiesNo
Client funds and securities held in the firm's custody$0
Clients for whom the firm has custody0
A related person has custody of client cash or bank accountsYes
A related person has custody of client securitiesYes
Client funds and securities held in a related person's custody$0
Clients for whom a related person has custody0
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianYes
Number of persons acting as qualified custodians for the firm's clients1

How the firm is compensated

A percentage of assets under management

Advisory services offered

Portfolio management for individuals and/or small businesses

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealer