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Building 2VIMA, LLC

Map pinTROY, MI
Phone248-526-6700
NotebookSEC #801-129108
Total AUM
$229.5M
Employees
13
Clients
1,182

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
46 EAST SQUARE LAKE RD.
TROY
MI 48085
United States
Operating Hours
8:00 AM- 5:00 PM
Monday - Friday
Phone
248-526-6700

ReceiptFinancials

Total AUM
$229.5M
Accounts
1,181
Discretionary
$228.5M
Accounts
1,177
Non-Discretionary
$954.5K
Accounts
4

ContactClients

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Individual Clients
1,143
AUM
$175.5M
HNW Individual Clients
39
AUM
$54M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
INSURANCE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINMITX

HandshakeAffiliates

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

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