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- Custodian
- Axos
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-02-2024
- Office Locations
- 1
Office Locations
About Viento Financial Group, LLC
Viento Financial Group is a fee-only, fiduciary registered investment adviser providing financial planning and investment management. The firm emphasizes sustainable wealth management, favoring fossil-fuel-free portfolios with themes like clean energy, clean water, clean technology, and lower-carbon businesses. Client accounts are supported through Axos Advisor Services, and the firm is registered in Oregon, Washington, and Colorado.
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Owner & Executives
Eric Peter Albertson
Chief Compliance Officer, Owner, President
- CRD
- #7880374
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RONALD SCOTT COLSON
President
- CRD
- #1715364
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,834,414 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,834,414 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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