Villaire Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 318796
- Website
- www.villairefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Villaire Financial, LLC is a Michigan-registered independent Registered Investment Adviser organized as an LLC and owned by an individual advisor. The firm focuses on wealth services for individuals, families and small-business owners, offering financial planning and portfolio management. Its fee arrangements combine a percentage-of-assets model with the option of fixed fees. Villaire Financial does not position itself as an allocator to private or third‑party alternative managers, does not market itself as an ESG investor, and is not structured as a multi-state or pension consulting practice.
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 Equities80%
- US Government Bonds15%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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