Vignec Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vignec Financial is a newly registered investment adviser that provides ongoing discretionary investment management and portfolio oversight. The firm’s brochure states it typically serves individual clients, but as of the filing date it reports no assets under management.
The firm follows a long-term, passive investment philosophy, implementing strategic asset allocations using risk-based model portfolios composed mainly of broadly diversified ETFs and mutual funds with scheduled rebalancing; it does not pursue market timing, individual stock selection, commodities, futures, options, or cryptocurrencies. Accounts are managed on a discretionary basis and the adviser uses a custodian platform that supports custom model portfolios and fractional-share trading.
Compared with many peers, the firm is very small and owner-operated, which the brochure identifies as a material key-man risk without key-man insurance. The owner also discloses two outside business activities—preparing tax returns for an unaffiliated CPA firm (about 50% of time during the initial tax season) and owning a mobile video-game startup (under 5% of time)—and the firm delegates proxy voting to clients while relying on a recommended custodian’s model marketplace and tools.
Client services
Expertise
Fee options
1% annually (0.25% quarterly)
Main office
6418 Swift Avenue South
Seattle WA 98108
Advisors at this office
1
Most active in
Washington
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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