Vivifi Planning
Vivifi Planning (CRD# 299713) is a financial advisory firm headquartered in , . They manage $8,523,218 in 59 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Vivifi Planning
By the Numbers
-
Total Assets Under Management9MILLION
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Total Number of Accounts59ACCOUNTS
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Average Account Value$144,461
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at Vivifi Planning
1
Andrew Mardock (CRD# 5819336) is an Investment Advisor Representative working at Vivifi Planning in Bend, OR and has 1 year of experience in the finance industry.
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