VITA PLANNING GROUP LLC
Adviser information for VITA PLANNING GROUP LLC last updated from Form ADV on February 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 99 | $42.8M |
| Non-Discretionary | 0 | $0 |
| Total | 99 | $42.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 15 | $4.0M |
| HNW Individuals | 19 | $29.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $2.0M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $7.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120369 |
|---|---|
| SEC ERA File Number | 801-120369 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 312323 |
| Legal Entity Identifier | None |
Principal Office
312 SE STONEMILL DRIVESUITE 160
VANCOUVER
WA
United States
APPOINTMENT ONLY, APPOINTMENT ONLY
Tel: 650-567-9300, Fax: (650)810-1465
Websites
Chief Compliance Officer
KARL E. HANSEN
312 SE STONEMILL DRIVE
SUITE 160
VANCOUVER
WA
United States
Tel:
(650) 567-9300
P*******@***********M
(Full email address available in API data)
Industry Affiliates
| VITA INSURANCE ASSOCIATES, INC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Hansen, Karl, Erik | Individual | – | MEMBER AND CCO | 11/2020 | 50-75% |
| HANSEN, ERIK, HANS | Individual | – | MEMBER | 11/2020 | 50-75% |