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Building 2VITA INTELLECTUS, LLC

Map pinKIRKLAND, WA
Phone425-406-6830
NotebookSEC #801-72765
Total AUM
$110.3M
Employees
4
Clients
121

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3400 CARILLON PT
KIRKLAND
WA 98033-7317
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
425-406-6830

ReceiptFinancials

Total AUM
$110.3M
Accounts
636
Discretionary
$89.5M
Accounts
386
Non-Discretionary
$20.8M
Accounts
250

ContactClients

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Individual Clients
94
AUM
$34.5M
HNW Individual Clients
27
AUM
$75.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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

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