Overview
Assets Under Management: $2.2 billion
Headquarters: PORTLAND, ME
High-Net-Worth Clients: 416
Average Client Assets: $5.0 million
Frequently Asked Questions
VIGILANT WEALTH MANAGEMENT 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 #119642), VIGILANT WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
VIGILANT WEALTH MANAGEMENT is headquartered in PORTLAND, ME.
VIGILANT WEALTH MANAGEMENT serves 416 high-net-worth clients according to their SEC filing dated March 30, 2023. View client details ↓
According to their SEC Form ADV, VIGILANT WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
VIGILANT WEALTH MANAGEMENT manages $2.2 billion in client assets according to their SEC filing dated March 30, 2023.
According to their SEC Form ADV, VIGILANT WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 416
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.95%
Average Client Assets: $5.0 million
Total Client Accounts: 1,753
Discretionary Accounts: 1,753
Regulatory Filings
CRD Number: 119642
Filing ID: 1743597
Last Filing Date: 2023-03-30 15:34:00