VIENNA ASSET MANAGEMENT LLC

14657 Big Basin Way
Saratoga, California 95070
Tel: 408-882-1770

About VIENNA ASSET MANAGEMENT LLC

VIENNA ASSET MANAGEMENT LLC, formally registered with the SEC as VIENNA ASSET MANAGEMENT LLC. The firm was established in 09/23/2021. They have over 3 offices throughout the country.

VIENNA ASSET MANAGEMENT LLC is a Saratoga, California based Financial Planning firm with nearly $204,005,423 assets under management, offering retirement planning & investment advisory services to 119 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299725
SEC#	801-122371
Assets Managed by Firm	$204,005,423
No. of Clients	119
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	119	$204,005,423
High net worth individuals	119	$204,005,423

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