Vima, LLC
Firm details
- Headquarters
- Troy, Michigan
- CRD number
- 148833
- Registered since
- November 27, 2023
- Website
- www.vimawealth.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals76.49%
- HNWI23.51%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vima, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves individual and family clients and combines financial planning with portfolio management for individuals and small businesses. Vima also operates as an insurance broker, and its fee schedule includes asset-based fees, hourly charges and fixed-fee engagements. The firm is owned by an individual, is not a multi-state or related adviser, and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities29%
- Other13%
- Cash & Cash Equivalents4%
- Private Funds2%
Contacts
3 of 12
Matthew Doering
Senior Financial AdvisorCRD 2466065
Michael Mazzola
Owner, Wealth AdvisorCRD 4194372
Natalie Snyder
Vice President, OperationsCRD 7914362
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 232Active vs passive
$63.8M in ETFs
47%
$30.2M
41%
$33.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT) | PIMCO | Active | Ultrashort Bond | $5M | 50,001 | 7.90% |
Location
Troy, MI
Oakland
Location
Troy, MI
Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 46 E Square Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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