Vitality Capital Management, LLC

Vitality Capital Management, LLC (CRD# 284276) is a financial advisory firm headquartered in South Jordan, UT. They manage $38,689,070 in 658 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10808 S River Front Parkway, Suite 329, South Jordan, UT 84095
https://vitalitycap.com
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    658
    ACCOUNTS
  • Average Account Value
    $58,798
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, UT

Financial Advisors at Vitality Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ann Lobos, financial advisor South Jordan UT
Ann Lobos
CRD#: 7077896
South Jordan, UT

Ann Lobos (CRD# 7077896) is an Investment Advisor Representative working at Vitality Capital Management, LLC in South Jordan, UT and has over 5 years of experience in the finance industry.

2
Matthew Romney, financial advisor South Jordan UT
Matthew W. Romney
CRD#: 5926569
10808 S River Front Parkway, Suite 329, South Jordan, UT 84095

Matthew Romney (CRD# 5926569) is an Investment Advisor Representative working at Vitality Capital Management, LLC in South Jordan, UT and has over 7 years of experience in the finance industry.

3
Samuel Jones, financial advisor South Jordan UT
Samuel T. Jones
CRD#: 6803580
10808 S River Front Parkway, Suite 329, South Jordan, UT 84095

Samuel Jones (CRD# 6803580) is an Investment Advisor Representative working at Vitality Capital Management, LLC in South Jordan, UT and has over 3 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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