Vi Capital Management, LLC

Vi Capital Management, LLC (CRD# 145310) is a financial advisory firm headquartered in , . They manage $4,500,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $140,625
Compensation Options
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Vi Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David W. Pointer
CRD#: 3275105
Newman Lake, WA
90
Wealthminder
score

David Pointer (CRD# 3275105) is an Investment Advisor Representative working at Vi Capital Management, LLC in Newman Lake, WA and has 1 year of experience in the finance industry.

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