Vbl Advisors LLC

Vbl Advisors LLC (CRD# 312793) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $60,000,000 in 49 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1550 Parkside Drive, Suite 130, Walnut Creek, CA 94596
https://www.vbladvisors.com
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $1,224,490
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Vbl Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Cha, financial advisor Walnut Creek CA
John J. Cha
CRD#: 2373163
1550 Parkside Drive, Suite 130, Walnut Creek, CA 94596

John Cha (CRD# 2373163) is an Investment Advisor Representative working at Vbl Advisors LLC in Walnut Creek, CA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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