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Building 2VIVID FINANCIAL MANAGEMENT, INC.

Map pinORCUTT, CA
Phone805-680-3151
NotebookSEC #801-93176
Total AUM
$205.9M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
340 E. CLARK AVENUE
ORCUTT
CA 93455
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
805-680-3151

ReceiptFinancials

Total AUM
$205.9M
Accounts
3,469
Discretionary
$205.9M
Accounts
3,469
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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