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Vital Investment Management LLC

● SEC registered since 2019CRD 300811SEC# 801-114889Loveland, CO
Export (members)
Reg. AUM
$227.6M
Employees
6
Accounts
951
Location
Loveland, CO

Vital Investment Management LLC assets under management

Vital Investment Management LLC is a registered investment adviser overseen by the SEC based in Loveland, CO. The firm has been registered since 2019. It reports $227.6 million in regulatory assets under management and employs 6 people.
www.vimadvisor.comView on SEC.gov ↗

Vital Investment Management LLC owners & executives

1 reported
NameTitleOwnershipSince
David E Eads ControlManaging Member And Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Vital Investment Management LLC manage?

Vital Investment Management LLC reports $227.6 million in regulatory assets under management on its Form ADV.

How many employees does Vital Investment Management LLC have?

Vital Investment Management LLC reports 6 employees.

Where is Vital Investment Management LLC located?

Vital Investment Management LLC is based in Loveland, CO and has been SEC-registered since 2019.

Does Vital Investment Management LLC disclose fund performance?

Vital Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4045 St. Cloud Drive, Suite 220, Loveland, CO 80538
Phone970-776-3316
Fax844-891-6548
Office hours8 a.m. - 4 p.m.
SEC regionDenver Regional Office (DRO)
CIK1783286
Discloses disciplinary historyNo

Assets under management

Discretionary$224M
Non-discretionary$3.6M
Total (RAUM)$227.6M