V
$283.9M Total AUM
$279.7M Disc. AUM
22.3% 3Y CAGR
8 Employees
399 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-22-2019
- Office Locations
- 3
Office Locations
1635 Foxtail Dr. Suite 213 Loveland CO
4045 St. Cloud Drive Suite 220 Loveland CO
-- Marblehead MA
About Vital Investment Management LLC
Vital Investment Management LLC is a Loveland-based RIA with 3 offices. The firm has been operating for 7 years. Managing $283.9M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
49 AVG AGE
$56.8M AVG AUM / ADVISOR
$711.6K AVG AUM / CLIENT
3.9 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
DAVID E EADS
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6058093
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Cindy M Bragdon
--
- CRD
- #7936137
Available
Available
Available
D
Dillon Pierce Goodman
Advisor
- CRD
- #7468576
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $279,734,785 | $291,390 |
| Non-Discretionary | $4,206,193 | $1,051,548 |
| Total | $283,940,978 | $294,545 |
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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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