Overview
Assets Under Management: $204 million
Headquarters: SARATOGA, CA
High-Net-Worth Clients: 133
Average Client Assets: $2 million
Frequently Asked Questions
VIENNA ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299725), VIENNA ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
VIENNA ASSET MANAGEMENT LLC is headquartered in SARATOGA, CA.
VIENNA ASSET MANAGEMENT LLC serves 133 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, VIENNA ASSET MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
VIENNA ASSET MANAGEMENT LLC manages $204 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, VIENNA ASSET MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 133
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 119
Discretionary Accounts: 119
Regulatory Filings
CRD Number: 299725
Last Filing Date: 2024-03-29 00:00:00
Website: https://vamladvisors.com