VIMA, LLC
Firm details
- Headquarters
- TROY, Michigan
- CRD number
- 148833
- Registered since
- November 27, 2023
- Website
- www.vimawealth.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals76.49%
- HNWI23.51%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vima, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. Owned individually, the firm focuses on serving individuals and families, providing financial planning and portfolio management for individuals and small businesses while also operating as an insurance broker. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed fees. Vima is not an ESG-active adviser, is not registered as a multi-state adviser, and does not act as a pension consultant or related 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
- Public Funds/Mutual Funds51%
- Exchange Traded Equities29%
- Other13%
- Cash & Cash Equivalents4%
- Private Funds2%
Contacts
3 of 12Matthew Doering
Senior Financial AdvisorCRD 2466065
MICHAEL MAZZOLA
Founding PartnerCRD 4194372
Natalie Snyder
Vice President, OperationsCRD 7914362
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$32.7M in ETFs
54%
$17.6M
41%
$15.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 20+ YEAR TREASURY BOND ETF (TLT) | BlackRock | Passive | Long Government | $2.8M | 28,550 | 8.58% |
Location
TROY, MI
OAKLAND
Location
TROY, MI
Headquartered in TROY, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 46 E Square Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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