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- Custodian
- Charles Schwab & Company · Interactive Brokers · Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-13-2016
- Office Locations
- 2
Office Locations
About VIE Invest, LLC
VIE Invest, LLC is a Houston-based independent RIA focused on building realistic, goals-driven “life” financial plans and managing portfolios with an emphasis on objective, product-neutral advice. The firm provides investment advisory and consulting, including portfolio construction plus retirement, tax, estate and insurance planning. Client focus includes individuals such as business owners and athletes. Custody commonly through Charles Schwab and Interactive Brokers.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
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Technology
Owner & Executives
AYMERIC HENRI MARTINOIA
Chief Compliance Officer, Investment Advisor, MANAGING PRINCIPAL
- CRD
- #5261745
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOHN BRADLEY HAUSER
Investment Advisor
- CRD
- #2315455
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,350,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,350,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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