Vifinance L.L.C.
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
FINTRXOverview
Vifinance L.L.C. is an independently owned RIA organized as a limited liability company and controlled by an individual owner. The firm provides fee-based portfolio management to individuals and small businesses, charging a percentage of assets under management. Vifinance does not position itself as a capital allocator and is not described as an active ESG investor or a multi-state adviser. The firm's advisory activity is focused on direct portfolio management rather than pension consulting or related-adviser services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities95%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Vitalii Iakushev
OwnerCRD 7815355
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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