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David James Vigil

VIGIL WEALTH MANAGEMENT, LLC·PONTE VEDRA BEACH, Florida
CFPSeries 31Series 7Series 66SIE
Unclaimed Profile
822 A1A NORTH, PONTE VEDRA BEACH, FL 32082CRD# 4873382Firm CRD# 299619
01

About

David James Vigil is a registered financial advisor based in PONTE VEDRA BEACH, Florida, affiliated with VIGIL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VIGIL WEALTH MANAGEMENT, LLC
VIGIL WEALTH MANAGEMENT, LLC
AUM
$127M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at VIGIL WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4873382
Firm CRD# 299619
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David James Vigil offer?
David James Vigil specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PONTE VEDRA BEACH, Florida for a consultation.
What are David James Vigil's credentials?
David James Vigil holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David James Vigil located?
David James Vigil is based in PONTE VEDRA BEACH, Florida, working with VIGIL WEALTH MANAGEMENT, LLC. Their office serves clients in the PONTE VEDRA BEACH metropolitan area and surrounding communities.
How does David James Vigil charge for services?
David James Vigil's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VIGIL WEALTH MANAGEMENT, LLC?
VIGIL WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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