Vivid Financial Management, Inc.
Vivid Financial Management, Inc. (CRD# 174072) is a financial advisory firm headquartered in Orcutt, CA. They manage $205,874,000 in 3,469 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management206MILLION
Total Number of Accounts3,469ACCOUNTS
Average Account Value$59,347
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)