CRD: 327136
Virtual Investment Planning LLC
$23.7M Total AUM
$20.9M Disc. AUM
-- 3Y CAGR
2 Employees
102 ADV. Clients
2 yrs Firm Age
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-31-2023
- Office Locations
- 1
Office Locations
-- Clayton MO
About Virtual Investment Planning LLC
Virtual Investment Planning, LLC is a registered investment adviser offering wealth management plus tax planning, insurance, retirement plan/401(k) support, and estate planning for individuals and businesses. The practice frames portfolio decisions through tax efficiency and stated investment goals, and has served clients since 1998.
Team overview
-- AVG AGE
$23.7M AVG AUM / ADVISOR
$232.1K AVG AUM / CLIENT
2.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JAHANGUIR AZODI
Chief Compliance Officer, PRINCIPAL
- CRD
- #3061934
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,933,102 | -- |
| Non-Discretionary | $2,743,223 | -- |
| Total | $23,676,325 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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