Overview
Assets Under Management: $228 million
Headquarters: LOVELAND, CO
High-Net-Worth Clients: 82
Average Client Assets: $1 million
Frequently Asked Questions
VITAL INVESTMENT 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 #300811), VITAL INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
VITAL INVESTMENT MANAGEMENT LLC is headquartered in LOVELAND, CO.
VITAL INVESTMENT MANAGEMENT LLC serves 82 high-net-worth clients according to their SEC filing dated November 19, 2025. View client details ↓
According to their SEC Form ADV, VITAL INVESTMENT MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
VITAL INVESTMENT MANAGEMENT LLC manages $228 million in client assets according to their SEC filing dated November 19, 2025.
According to their SEC Form ADV, VITAL INVESTMENT MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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: 2028786
Last Filing Date: 2025-11-19 16:07:53
Website: 0