Vifinance L.L.C.

RIAState Registered
Total AUM
$2.2M
Discretionary
$2.2M
100% of AUM
Avg account
$93.6K
Accounts
24
Employees
1
Advisory reps
1

Firm details

Headquarters
Sacramento, California
CRD number
328605
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals88.57%
  • HNWI11.43%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Vifinance L.L.C. is an independent, California-registered limited liability company that provides fee-based portfolio management primarily for individual and family clients and small businesses. The firm is owned by an individual and charges clients a percentage of assets under management. Its advisory activity centers on discretionary portfolio management rather than institutional consulting or pension work. Vifinance does not identify as an active ESG investor and operates at the state level rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Public Funds/Mutual Funds 4%, Cash & Cash Equivalents 1%95%
  • Exchange Traded Equities95%
  • Public Funds/Mutual Funds4%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Vitalii Iakushev

    Vitalii Iakushev

    OwnerCRD 7815355

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Sacramento, CA

Sacramento

Location

Sacramento, CA

Headquartered in Sacramento, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
Sacramento
Address
2108 N St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth