Vii Capital Advisors, LLC

Vii Capital Advisors, LLC (CRD# 164094) is a financial advisory firm headquartered in Oakland, NJ. They manage $15,729,105 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $2,247,015
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
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.

NJ

Financial Advisors at Vii Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Peter C. Kyriakoulis
CRD#: 5286027
169 Ramapo Valley Road, Suite Ul 101, Oakland, NJ 07436
93
Wealthminder
score

Peter Kyriakoulis (CRD# 5286027) is an Investment Advisor Representative working at Vii Capital Advisors, LLC in Oakland, NJ and has over 9 years of experience in the finance industry.

2
Joseph M. Grosodonia
CRD#: 5382276
169 Ramapo Valley Road, Suite Ul 101, Oakland, NJ 07436
90
Wealthminder
score

Joseph Grosodonia (CRD# 5382276) is an Investment Advisor Representative working at Vii Capital Advisors, LLC in Oakland, NJ and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.