CRD: 160106
VIP Advisors LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-27-2012
- Office Locations
- 1
Office Locations
About VIP Advisors LLC
VIP Advisors LLC is a boutique retail RIA offering financial planning, asset management, and portfolio construction, with additional insurance and life insurance guidance. The firm serves individuals and business owners and builds portfolios primarily with ETFs (per SMA reporting), complemented by mutual funds. Investment themes include asset allocation, socially responsible investing, and annuities.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DOUG RYAN VOSS
Chief Compliance Officer, Director, Managing Member
- CRD
- #2286879
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,070,941 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,070,941 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing