VIOS ASSET MANAGEMENT LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 120782
- Website
- www.viosasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.02%
- Individuals2.98%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Vios Asset Management LLC is a small, individual-owned advisory practice that provides discretionary portfolio management to individuals and small businesses. The firm charges fees as a percentage of assets under management and runs a concentrated, liability-aware investment program that favors fixed-income instruments. Vios is not an active ESG investor and does not present itself as a multi-state adviser. Investment activity centers on separate managed accounts and direct bond holdings rather than large, diversified institutional strategies. The firm’s asset mix is tilted toward U.S. government debt, reflecting a conservative, income-and-capital-preservation orientation. Equity exposure appears to be accessed through pooled vehicles where appropriate, while commodity exposures are used opportunistically as an alternative allocation.
Assets & Accounts
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
- US Government Bonds55%
- Non-Exchange Traded Equities25%
- Cash & Cash Equivalents17%
- Exchange Traded Equities3%
Contacts
1 of 1JAMES JOHNS
President and FounderCRD 1401531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 447 Sutter St
- Time zone
- PT (UTC-8)
- Office locations
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