VITAL INVESTMENT MANAGEMENT LLC

4045 St. Cloud Drive
Suite 220
Loveland, Colorado 80538
Tel: 970-776-3316

About VITAL INVESTMENT MANAGEMENT LLC

VITAL INVESTMENT MANAGEMENT LLC, formally registered with the SEC as VITAL INVESTMENT MANAGEMENT LLC. The firm was established in 03/22/2019. They have over 1 offices throughout the country.

VITAL INVESTMENT MANAGEMENT LLC is a Loveland, Colorado based Financial Planning firm with nearly $194,993,812 assets under management, offering retirement planning & investment advisory services to 744 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300811
SEC#	801-114889
Assets Managed by Firm	$194,993,812
No. of Clients	744
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (MONTHLY RECURRING FINANCIAL PLANNING SERVICES FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	744	$194,993,812
Individuals (other than high net worth individuals)	235	$78,578,039
High net worth individuals	71	$114,606,433
Pension and profit sharing plans	8	$1,809,340

More Retirement Planning firms in Loveland, Colorado:

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JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
EMPOWER ADVISORY GROUP, LLC 8515 East Orchard Rd 4t2 Greenwood Village, CO, 80111	$134,279,160,181	188739	766
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305

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