Virtual Investment Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 327136
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals78.51%
- HNWI20.28%
- Corporations / Businesses1.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Virtual Investment Planning LLC is an independent, individually owned registered investment adviser that focuses on serving individuals and families. The firm provides fee-based financial planning and discretionary portfolio management, and it also offers pension consulting and manager selection services. Its billing arrangements include a percentage-of-assets model alongside hourly and fixed-fee options, allowing flexibility for different client engagements. The firm does not identify itself as an active ESG investor.
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 Equities48%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents18%
- Other10%
- US Government Bonds1%
Owners & executives
1 of 1
Jahanguir Azodi
Principal And Chief Compliance OfficerCRD 3061934
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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