VERMILLION FINANCIAL ADVISORS, INC.
Firm details
- Headquarters
- SOUTH BARRINGTON, Illinois
- CRD number
- 119239
- Registered since
- May 12, 2008
- Website
- www.vermillionfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.84%
- Individuals15.31%
- Pension & Profit Sharing Plans4.75%
- Charitable Organizations2.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Vermillion Financial Advisors, Inc. is an independent, SEC-registered RIA that has been operating since 2008 and is owned by an individual. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Vermillion’s advisory services span financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, pension consulting services, and client education through periodicals and workshops. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities39%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
Contacts
3 of 6LAURA LA SPISA
Accounting ManagerCRD 4525984
MARK LASPISA
Managing AdvisorCRD 1600709
JEFFREY PEARCE
Senior Financial AdvisorCRD 1872570
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOUTH BARRINGTON, IL
LAKE
Location
SOUTH BARRINGTON, IL
Headquartered in SOUTH BARRINGTON, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- LAKE
- Address
- 16 Executive Ct
- Time zone
- CT (UTC-6)
- Office locations
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