V
VIFINANCE L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,705,976
Clients
22
5% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$77,544
About
ViFinance L.L.C. provides ongoing portfolio management and consultative “held away” asset-allocation guidance to individuals and high‑net‑worth individuals. The firm’s ADV lists 22 clients and approximately $1,705,976 in discretionary assets under management and operates as a single‑advisor registered investment adviser.
The firm employs fundamental analysis and a long‑term investment approach, documenting client objectives in written Investment Policy Statements and typically seeking discretionary trading authority. Portfolios emphasize U.S. large‑cap stocks selected for business quality factors and may include fixed income, ETFs (including precious‑metal ETFs), and other securities to diversify risk.
Noteworthy in the brochure is that the firm’s ADV indicates a significant non‑U.S. client base, a characteristic that is uncommon among similar single‑advisor independent firms. The ADV also discloses relationships with custodians (Schwab Institutional and Interactive Brokers) and potential soft‑dollar research benefits, which the firm describes alongside its relatively modest AUM and recent formation.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $100,001: 1.25% $100,001 - $500,000: 1.00% $500,001+: 0.90%
Account minimum: $10,000
Main office location
VIFINANCE L.L.C.
North Highlands CA, United States
Number of offices
1
Most active in
VIFINANCE L.L.C. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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