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VITA PLANNING GROUP LLC

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

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VITA PLANNING GROUP LLC

VITA PLANNING GROUP LLC is a Vancouver, Washington based financial advisory firm with nearly $64,612,815 in assets under management and provides investment advisory services for 122 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

312323

SEC#:

801-120369

No. of Clients:

122

Assets under Management

$64,612,815

No. of Advisors:

8

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