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Vivid Financial Management, Inc.
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Orcutt, California
$462.6 million AUM
2 offices

Vivid Financial Management, Inc. is based in Orcutt, California and has $462.6 million in assets under management.

Location
340 East Clark Avenue
Orcutt, CA 93455
Contact
$462.6 million
AUM
16
Employees
AUM Share
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$462,593,565
Assets under management
2,808 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 877 $123,031,387 27% $140,287
High net worth individuals 368 $336,480,358 73% $914,349
Pension and profit sharing plans Fewer than 5 clients $1,822,536
Charitable organizations Fewer than 5 clients $138,698
Other corporations or businesses Fewer than 5 clients $1,120,586
Employees Share
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16
Employees
7
Investment analysts
44% of total employees
AUM per employee Share
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$462,593,565
Assets under management
$28,912,098
AUM per employee
$66,084,795
AUM per investment analyst
About Share
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Compensation

Vivid Financial Management, Inc. makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Vivid Financial Management, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Tax preparation
Business activities
  • Insurance broker or agent
Firm data Share
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CRD number 281,392
SEC number 801-107169
Legal structure Corporation
Legal governance California, United States
Latest ADV filing date March 06, 2020

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