Featured Business Financial Advisor in Kirkland, WA
Kirkland Financial Advisors
Vita Intellectus
3400 Carillon Point
Kirkland, WA 98033
(425) 406-6830
“Bringing simplicity to the complexities of life!”
Advisor Profile
Josh Label
Name:  Josh Label
Phone Number:  (425) 406-6830
Website:  Visit Website

About Vita Intellectus

Vita Intellectus is an independent registered investment advisor which provides open architecture, fee-based comprehensive wealth management services to individuals, families, businesses and institutional investors.

Our advisors have dedicated their careers to private wealth management. What sets us apart is our integrity, dedication to excellence, client centric approach and a philosophy to always give more than you take. We strongly believe that the best wealth advisory relationship should be free from conflicts of interest, which is why we provide fiduciary advice in its purest form.

With strong conviction and leadership, our sole focus is to understand each client individually and provide solutions to help them achieve their goals...Bringing Simplicity to the Complexities of Life.
 

General Information

CRD#:    5032599
Firm CRD#:    159164
SEC File#:    801-72765
Name of Custodial Firm:    Charles Schwab Institutional
States Licensed in:    WA
States Willing to do Business in:   
Years of Experience in Financial Services:    10
Number of Years with Current Firm:    4
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®)
Securities Licenses:    Series 65
 

Firm Information

Firm's Number of Clients:    120
Firm's Number of Planning Clients:    120
Firm's Number of Managed Clients:    120
Assets Managed by Firm:    140M
Assets Managed by Advisor:    140M
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Only financial professional
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Josh Label

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