V
$36.7M Total AUM
$35.4M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-02-2008
- Office Locations
- 1
Office Locations
-- Scottsdale AZ
About Vault Financial, LLC
Vault Financial, LLC is a Scottsdale-based RIA. The firm has been operating for 18 years. Managing $36.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Team overview
49 AVG AGE
$36.7M AVG AUM / ADVISOR
$966.4K AVG AUM / CLIENT
18.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRANCH ROBERT JOHNSON
Chief Compliance Officer, Client Service Associate, President
- CRD
- #4765098
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,372,488 | -- |
| Non-Discretionary | $1,351,980 | -- |
| Total | $36,724,468 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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