Vifinance L.L.C.

RIASEC Registered
Total AUM
$2.2M
Discretionary
$2.2M
100% of AUM
Avg account
$93.6K
Accounts
24
Employees
1
Advisory reps
1

Firm details

Headquarters
Sacramento, California
CRD number
328605
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals88.57%
  • HNWI11.43%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Vifinance L.L.C. is an independently owned RIA organized as a limited liability company and controlled by an individual owner. The firm provides fee-based portfolio management to individuals and small businesses, charging a percentage of assets under management. Vifinance does not position itself as a capital allocator and is not described as an active ESG investor or a multi-state adviser. The firm's advisory activity is focused on direct portfolio management rather than pension consulting or related-adviser services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Public Funds/Mutual Funds 4%, Cash & Cash Equivalents 1%95%
  • Exchange Traded Equities95%
  • Public Funds/Mutual Funds4%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Vitalii Iakushev

    Vitalii Iakushev

    OwnerCRD 7815355

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Sacramento, CA

Sacramento

Location

Sacramento, CA

Headquartered in Sacramento, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
Sacramento
Address
2108 N St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth