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Building 2VILGA FINANCIAL PLANNING LLC

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Phone(201) 300-6097
NotebookSEC #801-132624
Total AUM
$169.3M
Employees
2
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(201) 300-6097

ReceiptFinancials

Total AUM
$169.3M
Accounts
119
Discretionary
$169.3M
Accounts
119
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1.5M
HNW Individual Clients
19
AUM
$167.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNJNYTX

HandshakeAffiliates

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

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