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VIP PLANNERS, INC.
CRD 111946 · SEC 801-134197
1502 FRANKLIN ROAD, SW, ROANOKE, VA, 24016, United States
Phone
5403421895
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$126.2M
Discretionary AUM
$126.2M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 175 | $36.6M |
| High net worth individuals | 31 | $88.7M |
| Charitable organizations | 3 | $866K |
States served
NC, VA, TX
All web addresses on file
Official SEC filing: View on IAPD