Overview
Assets Under Management: $296 million
Headquarters: ORCUTT, CA
High-Net-Worth Clients: 108
Average Client Assets: $1.1 million
Frequently Asked Questions
VIVID FINANCIAL MANAGEMENT, INC. 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 #281392), VIVID FINANCIAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
VIVID FINANCIAL MANAGEMENT, INC. is headquartered in ORCUTT, CA.
VIVID FINANCIAL MANAGEMENT, INC. serves 108 high-net-worth clients according to their SEC filing dated October 08, 2018. View client details ↓
According to their SEC Form ADV, VIVID FINANCIAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
VIVID FINANCIAL MANAGEMENT, INC. manages $296 million in client assets according to their SEC filing dated October 08, 2018.
According to their SEC Form ADV, VIVID FINANCIAL MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.31%
Average Client Assets: $1.1 million
Total Client Accounts: 2,001
Discretionary Accounts: 2,001
Regulatory Filings
CRD Number: 281392
Filing ID: 1244774
Last Filing Date: 2018-10-08 15:47:00