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 a small, independent wealth adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and serves an individual & family client base. It charges fees as a percentage of assets under management. The firm does not identify as an ESG investor, is not structured as a capital allocator, and does not present itself as a pension consultant or multi-state adviser.
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%
Owners & executives
FINTRXContacts
FINTRXWealth 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
Similar firms
245 Investments LLC
RIASacramento, CA
Atwima Wealth Management LLC
RIASacramento, CA
CIF Advisors Inc.
RIASacramento, CA
Greenerbucks
RIASacramento, CA
Burge Financial
RIASacramento, CA
PK Wealth Advisors
RIASacramento, CA