1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VIVID FINANCIAL MANAGEMENT, INC.

Map pinORCUTT, CA
Phone805-937-4556
NotebookSEC #801-107169
Total AUM
$573.5M
Employees
21
Clients
1,343

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
340 EAST CLARK AVE.
ORCUTT
CA 93455
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
805-937-4556
Other Offices
2

ReceiptFinancials

Total AUM
$573.5M
Accounts
3,070
Discretionary
$573.5M
Accounts
3,070
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
975
AUM
$146.2M
HNW Individual Clients
365
AUM
$423.5M
Pension/Profit Sharing Plan Clients
1
AUM
$2.2M
Charitable Organization Clients
1
AUM
$306.9K
Corporation or Business Clients
1
AUM
$1.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLHIIDLAMNNENVORTNTXUTVAWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account