VOMUND INVESTMENT MANAGEMENT, LLC

RIASEC Registered
Total AUM
$64.5M
Discretionary
$64.5M
100% of AUM
Avg account
$1M
Accounts
63
Employees
1
Advisory reps
1

Firm details

Headquarters
INCLINE VILLAGE, Nevada
CRD number
108137
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

FINTRX

Overview

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

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: Public Funds/Mutual Funds 48%, Exchange Traded Equities 31%, Investment Grade Corp Bonds 12%, Non-Investment Grade Corp Bonds 8%, Cash & Cash Equivalents 1%48%
  • Public Funds/Mutual Funds48%
  • Exchange Traded Equities31%
  • Investment Grade Corp Bonds12%
  • Non-Investment Grade Corp Bonds8%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • DAVID VOMUND

    FounderCRD 2748092

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth