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Building 2VITA ADVISORY SOLUTIONS INC

Map pinTEXARKANA, TX
Phone501-984-4150
NotebookSEC #801-117286
Total AUM
$32.5M
Employees
4
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 CINDYWOOD DRIVE
TEXARKANA
TX 75503
United States
Operating Hours
9:00A-4:00P
Monday - Friday
Phone
501-984-4150
Other Offices
1

ReceiptFinancials

Total AUM
$32.5M
Accounts
123
Discretionary
$32.5M
Accounts
123
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
67
AUM
$20.1M
HNW Individual Clients
5
AUM
$12.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOFLGAINMIMNNEOHOKPATNTX

HandshakeAffiliates

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

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