A complete list of active advisors currently associated with VIFINANCE L.L.C.
Warmer can help you find a great advisor at VIFINANCE L.L.C. or one who fits your needs even better.
ViFinance L.L.C. provides ongoing portfolio management and consultative “held away” asset-allocation guidance to individuals and high‑net‑worth individuals. The firm’s ADV lists 22 clients and approximately $1,705,976 in discretionary assets under management and operates as a single‑advisor registered investment adviser. The firm employs fundamental analysis and a long‑term investment approach, documenting client objectives in written Investment Policy Statements and typically seeking discretionary trading authority. Portfolios emphasize U.S. large‑cap stocks selected for business quality factors and may include fixed income, ETFs (including precious‑metal ETFs), and other securities to diversify risk. Noteworthy in the brochure is that the firm’s ADV indicates a significant non‑U.S. client base, a characteristic that is uncommon among similar single‑advisor independent firms. The ADV also discloses relationships with custodians (Schwab Institutional and Interactive Brokers) and potential soft‑dollar research benefits, which the firm describes alongside its relatively modest AUM and recent formation.
To learn more about the advisors currently working at VIFINANCE L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
North Highlands, CA
| 2
|
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