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 11 - 11 of 11 top financial advisors.
11
James Waugh, financial advisor Troy MI
James H. Waugh
CRD#: 2493764
46 East Square Lake Rd., Troy, MI 48085

James Waugh (CRD# 2493764) is an Investment Advisor Representative working at Vima, LLC in Troy, MI and has over 29 years of experience in the finance industry.

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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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