V
Vignec Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Vignec Financial is a newly registered investment adviser that provides ongoing discretionary investment management and portfolio oversight. The firm’s brochure states it typically serves individual clients, but as of the filing date it reports no assets under management.
The firm follows a long-term, passive investment philosophy, implementing strategic asset allocations using risk-based model portfolios composed mainly of broadly diversified ETFs and mutual funds with scheduled rebalancing; it does not pursue market timing, individual stock selection, commodities, futures, options, or cryptocurrencies. Accounts are managed on a discretionary basis and the adviser uses a custodian platform that supports custom model portfolios and fractional-share trading.
Compared with many peers, the firm is very small and owner-operated, which the brochure identifies as a material key-man risk without key-man insurance. The owner also discloses two outside business activities—preparing tax returns for an unaffiliated CPA firm (about 50% of time during the initial tax season) and owning a mobile video-game startup (under 5% of time)—and the firm delegates proxy voting to clients while relying on a recommended custodian’s model marketplace and tools.
Client services
Portfolio management
Expertise
Passive / index investing
Tax-loss harvesting
Fee options
1% annually (0.25% quarterly)
Main office location
Vignec Financial LLC
6418 Swift Avenue South
Seattle WA 98108, United States
Number of offices
1
Most active in
Vignec Financial LLC has reported serving >5 clients in these states in the last 12 months.
Washington
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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