Overview
Assets Under Management: $228 million
Headquarters: LOVELAND, CO
High-Net-Worth Clients: 82
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.15
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 951
Discretionary Accounts: 947
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 300811
Filing ID: 1946549
Last Filing Date: 2025-03-31 13:15:00
Website: https://vimadvisor.com