Advisor at Vigness Advisory LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Sukumar Thanawala is a CFA® charterholder and the principal of Vigness Advisory LLC, an investment management firm based in Naperville, IL. He has been involved in investment research and financial analysis since 2014 through his separate business, Vigness Analytics, where he serves as president. Thanawala has no prior industry experience outside of these roles. Vigness Advisory LLC provides fee-based portfolio management and financial planning services to institutional and entity clients, including pooled vehicles, private funds, trusts, and estates. The firm uses a tactical allocation approach focused on managing downside risk and performance, utilizing a broad range of instruments and fundamental and cyclical analysis to guide investment decisions.
Based on Vigness Advisory LLC
Fixed fee for financial planning services, negotiated and billed monthly
2.00% annually
Fee-only: Fixed fee for financial planning services, negotiated and billed monthly based on expected term
Naperville, IL
Illinois
Vigness Advisory LLC
2024 - Present (2 years)
Vigness Analytics
2014 - Present (12 years)
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They provide trust and estate administration services, typically for separate fees.
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