Vima, LLC (Troy)

Vima, LLC is an adviser based in Troy. It manages $58.74 million of regulatory assets for 661 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida and Michigan.

Vima provides financial planning services, portfolio management for individuals and small businesses, and insurance. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Vima: assets under management

The assets under management (AUM) of Vima, LLC is $58.74 million. The firm's AUM has grown by 67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $55.17 million in discretionary accounts and $3.57 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $86.75 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $142.8 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Vima, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Vima, LLC

Vima, LLC is owned by Michael Anthony Vissotski. Michael Joseph Mazzola joined the executive team most recently as the Managing Member/Chief Compliance Officer,.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Joseph Mazzola	Managing member/chief compliance officer,	1 Dec 2008	75% - 100%	4194372
Michael Anthony Vissotski	Owner/co-owner	1 Dec 2008	50% - 75%	2538683

Based in Troy

The principal office where Vima, LLC performs its advisory services is located at 901 Wilshire Dr., Troy, MI 48084, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.