Vuefolio, Inc.

Vuefolio, Inc. (CRD# 160138) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.vuefolio.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Vuefolio, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Sameer Gupta, financial advisor Palo Alto CA
Sameer &. Gupta
CRD#: 4387636
Palo Alto, CA

Sameer Gupta (CRD# 4387636) is an Investment Advisor Representative working at Vuefolio, Inc. in Palo Alto, CA and has over 12 years of experience in the finance industry.

2
Oindrila Ray, financial advisor Palo Alto CA
Oindrila &. Ray
CRD#: 6010688
Palo Alto, CA

Oindrila Ray (CRD# 6010688) is an Investment Advisor Representative working at Vuefolio, Inc. in Palo Alto, CA and has over 12 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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