V
$17.4M Total AUM
$17.4M Disc. AUM
-- 3Y CAGR
3 Employees
72 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-18-2002
- Office Locations
- 1
Office Locations
447 Sutter Street STE 708 SAN Francisco CA
About Vios Asset Management LLC
Vios Asset Management LLC is a SAN Francisco-based RIA. The firm has been operating for 24 years. Managing $17.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
58 AVG AGE
$17.4M AVG AUM / ADVISOR
$241.8K AVG AUM / CLIENT
24 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
J
JAMES HARRY JOHNS
Founder, Managing Member, President
- CRD
- #1401531
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,408,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,408,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - OTC:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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