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
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
CRD#: 4387636
Palo Alto, CA
90
Wealthminder
score

Sameer Gupta (CRD# 4387636) is an Investment Advisor Representative working at Vuefolio, Inc. in Palo Alto, CA and has over 4 years of experience in the finance industry.

2
Oindrila &. Ray
CRD#: 6010688
Palo Alto, CA
90
Wealthminder
score

Oindrila Ray (CRD# 6010688) is an Investment Advisor Representative working at Vuefolio, Inc. in Palo Alto, CA and has over 4 years of experience in the finance industry.

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