V
$169.3M Total AUM
$169.3M Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
5 yrs Firm Age
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- Custodian
- BMO Harris · Charles Schwab & Company · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-09-2020
- Office Locations
- 3
Office Locations
-- Brooklyn NY
-- Charlotte NC
-- Fair Lawn NJ
About Vilga Financial Planning LLC
Vilga Financial Planning LLC is a flat-fee RIA focused on personalized financial planning for busy professionals—especially people who work in finance. Its core ongoing planning keeps clients’ roadmaps current as life and markets change and includes investment management, direct indexing, cash-flow analysis, and tax efficiency/optimization, alongside standalone plan creation and personal finance consulting.
Team overview
-- AVG AGE
$84.7M AVG AUM / ADVISOR
$5.6M AVG AUM / CLIENT
2.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
IGOR SMOLYANSKIY
Chief Compliance Officer, Owner
- CRD
- #5017961
- Ownership
- 75% or more
Available
Available
Available
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Y
YEVGENIY FALKOVICH
--
- CRD
- #5952831
Available
Available
Available
AUSTIN JAMES LUCKIE
--
- CRD
- #6996781
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,313,370 | $1,422,801 |
| Non-Discretionary | $0 | -- |
| Total | $169,313,370 | $1,422,801 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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