CRD: 108137
Vomund Investment Management, LLC
$64.5M Total AUM
$64.5M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
28 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-1998
- Office Locations
- 1
Office Locations
889 Alder Avenue Suite 202 Incline Village NV
About Vomund Investment Management, LLC
Vomund Investment Management is a Nevada RIA providing discretionary account management and portfolio construction built around each client’s risk tolerance. Led by ETF author David Vomund, the firm emphasizes ETF research and trading/analysis techniques applied in managed accounts. Client assets are custodied at Charles Schwab.
Team overview
-- AVG AGE
$64.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
28.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DAVID ERIC VOMUND
Chief Compliance Officer, Investment Advisor, President, Secretary, TREASURER
- CRD
- #2748092
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,475,672 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,475,672 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing