Vivaldi Capital Management, LLC
Vivaldi Capital Management, LLC (CRD# 160150) is a financial advisory firm headquartered in Chicago, IL. They manage $714,742,157 in 824 accounts and serve the financial needs of clients across 17 states (or territories).
Total Assets Under Management715MILLION
Total Number of Accounts824ACCOUNTS
Average Account Value$867,406
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, MI, NC, NE, NJ, NM, NY, PA, TN, TX, WI
Ilya Zlotnik (CRD# 5212927) is an Investment Advisor Representative working at Vivaldi Capital Management, LLC in Chicago, IL and has over 9 years of experience in the finance industry.