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VIMA, LLC
CRD 148833 · SEC 801-129108
46 EAST SQUARE LAKE RD., TROY, MI, 48085, United States
Phone
248-526-6700
Fax
248-526-6702
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$229.5M
Discretionary AUM
$228.5M
Team
13 total employees; 12 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)INSURANCE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1143 | $175.5M |
| High net worth individuals | 39 | $54.0M |
States served
IN, MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD