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Building 2VITA PLANNING GROUP LLC

Map pinCAMAS, WA
Phone650-567-9300
NotebookSEC #801-120369
Total AUM
$83.7M
Employees
10
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3313 NW SIERRA DRIVE
CAMAS
WA 98607
United States
Operating Hours
APPOINTMENT ONLY
APPOINTMENT ONLY
Phone
650-567-9300
Other Offices
4

ReceiptFinancials

Total AUM
$83.7M
Accounts
142
Discretionary
$83.7M
Accounts
142
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
26
AUM
$10.8M
HNW Individual Clients
24
AUM
$58M
Pension/Profit Sharing Plan Clients
2
AUM
$4.8M
Corporation or Business Clients
5
AUM
$10.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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