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Building 2VITAL INVESTMENT MANAGEMENT LLC

Map pinLOVELAND, CO
Phone970-776-3316
NotebookSEC #801-114889
Total AUM
$283.9M
Employees
8
Clients
399

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4045 ST. CLOUD DRIVE
SUITE 220
LOVELAND
CO 80538
United States
Operating Hours
8 AM - 4 PM
Monday - Friday
Phone
970-776-3316

ReceiptFinancials

Total AUM
$283.9M
Accounts
964
Discretionary
$279.7M
Accounts
960
Non-Discretionary
$4.2M
Accounts
4

ContactClients

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Individual Clients
292
AUM
$75.4M
HNW Individual Clients
99
AUM
$205.8M
Pension/Profit Sharing Plan Clients
8
AUM
$2.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MONTHLY RECURRING FINANCIAL PLANNING SERVICES FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOMATX

HandshakeAffiliates

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

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