Vima, LLC

Vima, LLC (CRD# 148833) is a financial advisory firm headquartered in Troy, MI. They manage $113,291,942 in 452 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
46 East Square Lake Rd., Troy, MI 48085
http://www.vimawealth.com
By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $250,646
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, MI, OH, TX

Financial Advisors at Vima, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Matthew Doering, financial advisor Troy MI
Matthew R. Doering
CRD#: 2466065
46 East Square Lake Rd., Troy, MI 48085

Matthew Doering (CRD# 2466065) is an Investment Advisor Representative working at Vima, LLC in Troy, MI and has over 30 years of experience in the finance industry.

2
Sadeer Jamil, financial advisor Troy MI
Sadeer T. Jamil
CRD#: 4174955
46 East Square Lake Rd., Troy, MI 48085

Sadeer Jamil (CRD# 4174955) is an Investment Advisor Representative working at Vima, LLC in Troy, MI and has over 23 years of experience in the finance industry.

3
Michael Maley, financial advisor Troy MI
Michael A. Maley
CRD#: 317834
46 East Square Lake Rd., Troy, MI 48085

Michael Maley (CRD# 317834) is an Investment Advisor Representative working at Vima, LLC in Troy, MI and has over 43 years of experience in the finance industry.

4
Michael Mazzola, financial advisor Troy MI
Michael J. Mazzola
CRD#: 4194372
46 East Square Lake Rd., Troy, MI 48085

Michael Mazzola (CRD# 4194372) is an Investment Advisor Representative working at Vima, LLC in Troy, MI and has over 23 years of experience in the finance industry.

5
Michael Olson, financial advisor Troy MI
Michael A. Olson
CRD#: 3242846
46 East Square Lake Rd., Troy, MI 48085

Michael Olson (CRD# 3242846) is an Investment Advisor Representative working at Vima, LLC in Troy, MI and has over 14 years of experience in the finance industry.

6
Dennis Prost, financial advisor Troy MI
Dennis M. Prost
CRD#: 1983921
46 East Square Lake Rd., Troy, MI 48085

Dennis Prost (CRD# 1983921) is an Investment Advisor Representative working at Vima, LLC in Troy, MI and has over 34 years of experience in the finance industry.

7
David Roberts, financial advisor Troy MI
David C. Roberts
CRD#: 1539126
46 East Square Lake Rd., Troy, MI 48085

David Roberts (CRD# 1539126) is an Investment Advisor Representative working at Vima, LLC in Troy, MI and has over 8 years of experience in the finance industry.

8
Michel Tenaglia, financial advisor Troy MI
Michel S. Tenaglia
CRD#: 3167231
46 East Square Lake Rd., Troy, MI 48085

Michel Tenaglia (CRD# 3167231) is an Investment Advisor Representative working at Vima, LLC in Troy, MI and has over 25 years of experience in the finance industry.

9
Marguerite Tschirhart, financial advisor Troy MI
Marguerite M. Tschirhart
CRD#: 6140713
46 East Square Lake Rd., Troy, MI 48085

Marguerite Tschirhart (CRD# 6140713) is an Investment Advisor Representative working at Vima, LLC in Troy, MI and has over 11 years of experience in the finance industry.

10
Michael Vissotski, financial advisor Troy MI
Michael A. Vissotski
CRD#: 2538683
46 East Square Lake Rd., Troy, MI 48085

Michael Vissotski (CRD# 2538683) is an Investment Advisor Representative working at Vima, LLC in Troy, MI and has over 27 years of experience in the finance industry.

1 2 ... Next

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.

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