VIP Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 160106
- Website
- vip-advisorsllc.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
VIP Advisors LLC operates as an independent registered investment adviser organized as an LLC with an individual owner. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selecting third‑party advisers. It acts as a capital allocator and charges clients via a mix of asset‑based fees, hourly billing, and fixed fees. The firm is not positioned as an ESG investor, does not report multi‑state advisory operations, and maintains an industry affiliation with an insurance company.
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 Equities97%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Doug Voss
Managing MemberCRD 2286879
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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