VIFINANCE L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
VIFINANCE L.L.C. provides ongoing discretionary portfolio management and consultative “held‑away” asset‑allocation guidance to individuals and high‑net‑worth individuals. The firm reports approximately $2.25 million in assets under management across 24 client accounts and charges asset‑based advisory fees.
Investment decisions are driven by fundamental analysis and a long‑term focus, emphasizing U.S. large‑cap, business‑quality equity selection with supplemental allocations to fixed income and ETFs (including precious‑metals ETFs) for diversification. Portfolios are implemented under individualized Investment Policy Statements that document goals, time horizon, and risk tolerance, and the firm generally seeks discretionary trading authority to execute those plans.
Notably for a small independent adviser, the firm reports a significant non‑U.S. client base, which the brochure indicates can influence custody, execution, and reporting considerations. The brochure also discloses use of custodians such as Schwab Institutional and Interactive Brokers, potential receipt of soft‑dollar research benefits, and that the firm does not aggregate (block) trades across multiple client accounts.
Client services
Expertise
Fee options
$0 - $100,001: 1.25% $100,001 - $500,000: 1.00% $500,001+: 0.90%
Account minimum: $10,000
Main office
2108 N St, Suite 17226
Sacramento CA 95816
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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