VOMUND INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- INCLINE VILLAGE, Nevada
- CRD number
- 108137
- Website
- vomundinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.37%
- Individuals14.27%
- Corporations / Businesses1.79%
- Charitable Organizations0.57%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Vomund Investment Management, LLC is an individually owned limited liability company that provides portfolio management for individuals and small businesses. The firm serves a client base of individuals and families and charges clients a percentage-of-assets-under-management fee. Vomund does not position itself as a capital allocator to external managers, and it is not identified as an active ESG investor or a multi-state advisor. The firm's advisory activity is focused on discretionary portfolio management rather than pension consulting or related-adviser functions.
Assets & Accounts
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 Funds48%
- Exchange Traded Equities31%
- Investment Grade Corp Bonds12%
- Non-Investment Grade Corp Bonds8%
- Cash & Cash Equivalents1%
Contacts
1 of 1DAVID VOMUND
FounderCRD 2748092
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
INCLINE VILLAGE, NV
WASHOE
Location
INCLINE VILLAGE, NV
Headquartered in INCLINE VILLAGE, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- WASHOE
- Address
- 889 Alder Ave
- Time zone
- PT (UTC-8)
- Office locations
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