VITA PLANNING GROUP LLC
Tel: 650-567-9300 312 Se Stonemill Drive Suite 160 Vancouver, Washington 98684-3514
About 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
Firm CRD#:
312323
Firm SEC#:
801-120369
Assets Under Management:
$64,612,815
No. of Clients:
122
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients
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