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VIGILARE WEALTH MANAGEMENT LLC
VIGILARE WEALTH MANAGEMENT LLC
SCOTTSDALE, Arizona
·
4 registered advisors
·
CRD# 157663
SEC# 801-72385
0
(480) 636-8292
01
Firm Overview
AUM
$291M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at VIGILARE WEALTH MANAGEMENT LLC
4 registered advisors
Christopher Lee Bennett
SCOTTSDALE, Arizona
CFP
CRD# 4299151
Jason Scott Polit
SCOTTSDALE, Arizona
CRD# 3050647
Racquel Leigh Kolsrud
SCOTTSDALE, Arizona
CRD# 4131680
Zeljko Jag Zdrale
SCOTTSDALE, Arizona
CRD# 5103342
05
Office Locations
SCOTTSDALE, Arizona
4 advisors
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Data sourced from SEC Form ADV filings. VIGILARE WEALTH MANAGEMENT LLC (CRD# 157663) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.