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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-08-2021
- Office Locations
- 2
Office Locations
About Vega Financial LLC
Vega Financial is a fee-only, independent fiduciary RIA providing personalized investment management and comprehensive planning for pre-retirees/retirees, working professionals, and business owners. Services include portfolio construction and monitoring, retirement, cash-flow and tax planning, estate planning, and insurance coordination. Portfolios are implemented primarily via ETFs/equities and are custodied at Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
Tyson Andrew Farmer
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #5068000
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Teresa Rene Farmer - Clemens
--
- CRD
- #7606209
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,507,369 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,507,369 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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