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Vip Planners, Inc.

● SEC registered since 2025CRD 111946SEC# 801-134197Roanoke, VA
Export (members)
Reg. AUM
$104.5M
Employees
2
Accounts
388
Location
Roanoke, VA

Vip Planners, Inc. assets under management

Vip Planners, Inc. operates as an SEC-registered investment adviser based in Roanoke, VA. The firm has been registered since 2025. It reports $104.5 million in regulatory assets under management and employs 2 people.
www.vipplanners.comView on SEC.gov ↗

Vip Planners, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Terry Lee Vandelinde ControlPresident/CcoOver 75%1985

Frequently asked questions

How much does Vip Planners, Inc. manage?

Vip Planners, Inc. reports $104.5 million in regulatory assets under management on its Form ADV.

How many employees does Vip Planners, Inc. have?

Vip Planners, Inc. reports 2 employees.

Where is Vip Planners, Inc. located?

Vip Planners, Inc. is based in Roanoke, VA and has been SEC-registered since 2025.

Does Vip Planners, Inc. disclose fund performance?

Vip Planners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1502 Franklin Road, SW, Roanoke, VA 24016
Phone5403421895
Office hours9:00a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$104.5M
Non-discretionary$0
Total (RAUM)$104.5M