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VITAL INVESTMENT MANAGEMENT LLC
CRD 300811 · SEC 801-114889
4045 ST. CLOUD DRIVE, SUITE 220, LOVELAND, CO, 80538, United States
Phone
970-776-3316
Fax
844-891-6548
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$283.9M
Discretionary AUM
$279.7M
Team
8 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; MONTHLY RECURRING FINANCIAL PLANNING SERVICES FEE
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 292 | $75.4M |
| High net worth individuals | 99 | $205.8M |
| Pension/profit sharing plans | 8 | $2.7M |
States served
AZ, CO, MA, WY, TX
All web addresses on file
Official SEC filing: View on IAPD