Vivid Financial Management is an investment advisor in Orcutt with $573.52 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
473797588
SEC advisor number
801-107169
FINRA CRD number
281392
AUM ?
$573.52 mm
(as of 22 Dec 21)
Accounts
3,070
(as of 22 Dec 21)
Employees
21
(7 investment advisory or research)
Address
Vivid Financial Management
340 EAST CLARK AVE.
ORCUTT
CA 93455
340 EAST CLARK AVE.
ORCUTT
CA 93455
Office hours
Monday - Friday, 8:00AM - 5:00PM
Phone
805) 937-4556
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Darrah, Julie, Anne | President and Chief Compliance Officer | 05/2015 | 25-50% |
Boulton, Bradley, Ryan | Secretary, Investment Advisor Representative | 05/2015 | 25-50% |
Miller, Timothy | Treasurer | 07/2015 | 10-25% |
Harris, Calvin, Clark | Part Owner, Investment Advisor Representative | 12/2016 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21
13F-HR
Quarterly holdings report by institutional manager
14 Jul 21
13F-HR
Quarterly holdings report by institutional manager
14 Apr 21
13F-HR
Quarterly holdings report by institutional manager
19 Jan 21
13F-HR
Quarterly holdings report by institutional manager
13 Oct 20
13F-HR
Quarterly holdings report by institutional manager
31 Jul 20
13F-HR
Quarterly holdings report by institutional manager
5 May 20
13F-HR
Quarterly holdings report by institutional manager
12 Feb 20