Overview
Assets Under Management: $221 million
Headquarters: LAFAYETTE, CA
High-Net-Worth Clients: 57
Average Client Assets: $3.8 million
Frequently Asked Questions
VR ADVISORS, 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 #288803), VR ADVISORS, LLC is subject to fiduciary duty under federal law.
VR ADVISORS, LLC is headquartered in LAFAYETTE, CA.
VR ADVISORS, LLC serves 57 high-net-worth clients according to their SEC filing dated March 05, 2018. View client details ↓
According to their SEC Form ADV, VR ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
VR ADVISORS, LLC manages $221 million in client assets according to their SEC filing dated March 05, 2018.
According to their SEC Form ADV, VR ADVISORS, 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: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.96%
Average Client Assets: $3.8 million
Total Client Accounts: 289
Discretionary Accounts: 287
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 288803
Filing ID: 1184952
Last Filing Date: 2018-03-05 18:19:00