VIP PLANNERS, INC.
SEC Form ADV profile.
Total regulatory AUM
$126,165,535
Discretionary
$126,165,535
Non-discretionary
$0
Firm details
- CRD number
- 111946
- SEC file number
- 801-134197
- Main office
- ROANOKE, VA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.VIPPLANNERS.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.