$124.4M Total AUM
$124.4M Disc. AUM
-- 3Y CAGR
5 Employees
557 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Hilltop Securities
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-1999
- Office Locations
- 1
Office Locations
421 W. Riverside Suite 1020 Spokane WA
About Vorpahl Wing Securities Inc.
Vorpahl Wing Securities Inc. is a Spokane-based RIA. The firm has been operating for 26 years. Managing $124.4M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Hilltop Securities.
Team overview
55 AVG AGE
$31.1M AVG AUM / ADVISOR
$223.3K AVG AUM / CLIENT
5.2 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
26yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
TIM J. VORPAHL
Chief Executive Officer, President
- CRD
- #1457312
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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R
RONALD GENE BENZEL
--
- CRD
- #817768
Available
Available
Available
C
COLIN LYNN BROOKS
Registered Representative
- CRD
- #2255807
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,400,000 | $223,339 |
| Non-Discretionary | $0 | -- |
| Total | $124,400,000 | $223,339 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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