VELLUM FINANCIAL, LLC

ARROYO GRANDE, California·1 registered advisor·CRD# 149909

SEC# 801-70489(805) 546-1000

Firm Overview

AUM

$41M

Regulatory assets under management

Employees

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Specialties

Financial Planning Investment Management Wealth Management

Advisors at VELLUM FINANCIAL, LLC

1 registered advisor

Gregory Scott Franklin

SAN LUIS OBISPO, California

CRD# 1351955

Office Locations

SAN LUIS OBISPO, California

1 advisor

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Data sourced from SEC Form ADV filings. VELLUM FINANCIAL, LLC (CRD# 149909) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.