$60.0M Total AUM
$60.0M Disc. AUM
-- 3Y CAGR
1 Employees
284 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-05-2016
- Office Locations
- 1
Office Locations
6053 Hudson Rd. Suite 201 Woodbury MN
About VIP Financial Associates
VIP Financial Associates is a Woodbury-based RIA. The firm has been operating for 10 years. Managing $60.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$60.0M AVG AUM / ADVISOR
$211.4K AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
J
JUSTIN JON MUNGER
Chief Compliance Officer, Managing Member
- CRD
- #4581221
- 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 | $60,025,773 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,025,773 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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