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VITAL INVESTMENT MANAGEMENT LLC

4045 St. Cloud Drive
Suite 220
Loveland, Colorado 80538
Tel: 970-776-3316

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About VITAL INVESTMENT MANAGEMENT LLC

VITAL INVESTMENT MANAGEMENT LLC, formally registered with the SEC as VITAL INVESTMENT MANAGEMENT LLC. The firm was established in 03/22/2019. They have over 1 offices throughout the country.

VITAL INVESTMENT MANAGEMENT LLC is a Loveland, Colorado based Financial Planning firm with nearly $194,993,812 assets under management, offering retirement planning & investment advisory services to 744 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#300811
SEC#801-114889
Assets Managed by Firm$194,993,812
No. of Clients744
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (MONTHLY RECURRING FINANCIAL PLANNING SERVICES FEE)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total744$194,993,812
Individuals (other than high net worth individuals)235$78,578,039
High net worth individuals71$114,606,433
Pension and profit sharing plans8$1,809,340

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