Vifinance L.L.C.

Overview

Vifinance L.L.C. is an independent, California-registered limited liability company that provides fee-based portfolio management primarily for individual and family clients and small businesses. The firm is owned by an individual and charges clients a percentage of assets under management. Its advisory activity centers on discretionary portfolio management rather than institutional consulting or pension work. Vifinance does not identify as an active ESG investor and operates at the state level rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices