VITA PLANNING GROUP LLC

312 Se Stonemill Drive
Suite 160
Vancouver, Washington 98684-3514
Tel: 650-567-9300

About VITA PLANNING GROUP LLC

VITA PLANNING GROUP LLC, formally registered with the SEC as VITA PLANNING GROUP LLC. The firm was established in 02/22/2021. They have over 3 offices throughout the country.

VITA PLANNING GROUP LLC is a Vancouver, Washington based Financial Planning firm with nearly $64,612,815 assets under management, offering retirement planning & investment advisory services to 122 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312323
SEC#	801-120369
Assets Managed by Firm	$64,612,815
No. of Clients	122
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	122	$64,612,815
Individuals (other than high net worth individuals)	20	$6,927,548
High net worth individuals	22	$46,710,051
Pension and profit sharing plans	1	$2,717,726
Corporations or other businesses	5	$8,257,490

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