VLB CAPITAL
Firm details
- Headquarters
- WESTON, Florida
- CRD number
- 324885
- Registered since
- May 19, 2023
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Vlb Capital is a limited liability company that specializes in providing financial planning services and portfolio management for both individuals and small businesses, as well as for larger institutions. Founded in 2023, the firm operates with a fee structure that includes a percentage of assets under management (AUM) and performance-based fees. Vlb Capital is also recognized as an active investor in environmental, social, and governance (ESG) initiatives, reflecting a commitment to responsible investing practices.
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
Owners & executives
1 of 1Juan Velez
Chief Investment OfficerCRD 7737508
Contacts
1 of 1Ivan Alarcon
OwnerCRD 7723506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTON, FL
BROWARD
Location
WESTON, FL
Headquartered in WESTON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 4084 Pine Ridge Ln
- Time zone
- ET (UTC-5)
- Office locations
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