Villaire Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 318796
- Website
- www.villairefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Subscription Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Villaire Financial, LLC is a small, owner-operated independent registered investment adviser serving individual and family clients. The firm emphasizes equity-oriented portfolios, with a clear preference for exchange-traded equities and ETF vehicles for core exposures. Its service mix includes financial planning, fee-based portfolio management for individuals and small businesses, along with publishing periodic client communications and running educational seminars or workshops. Fee arrangements combine a percentage of assets under management with subscription-style fees. The adviser is not positioned as an active ESG investor and does not present as a multi-state or institutional pension consultant; its footprint and service set point to a boutique, client-facing 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%
Contacts
1 of 1
Christopher Villaire
FounderCRD 7500731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations