Vivid Financial Management, Inc. is a large advisory firm based in Orcutt. It manages $334.99 million of regulatory assets for 2,355 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Arizona, California, Colorado, and 11 other states.
Vivid Financial Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and tax preparation. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vivid Financial Management, Inc. is $334.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vivid Financial Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Vivid Financial Management is high net worth individuals with 196 clients and $185.74 million of assets under management. Among the 7 most similar advisory firms, Vivid Financial Management has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $332.84 million for 896 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Vivid Financial Management doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Vivid Financial Management, Inc. is owned by Bradley Ryan Boulton. Calvin Clark Harris joined the executive team most recently as the Part Owner.
The principal office where Vivid Financial Management, Inc. performs its advisory services is located at 340 East Clark Ave., Orcutt, CA 93455, which is also the mailing address of the firm. An additional office of the firm is in Lompoc, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 805-937-4556. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at vividfm.com and its LinkedIn profile.