Vila, LLC
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Learn more about Vila, LLC
Overview
Vila, LLC is a financial advisor firm headquartered in Los Angeles, California. The company handles $356.9 million in total assets over two customer accounts, placing it among the larger financial advisory firms in the United States by assets under management (AUM). It has a small team, including 7 financial advisors. Vila, LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments such as stocks, options and bonds.
Vila, LLC manages all of its client assets in a discretionary manner. Discretionary management means that transaction decisions are made by an investment advisor without needing to seek client consent. The company oversees about $178.5 million for each account. The typical financial advisor at Vila, LLC administers fewer than one client account, placing it among the most individualized financial advisor firms in the country.
Vila, LLC's central office is at 1888 Century Park E, Suite 1115, Los Angeles, California 90067. It is allowed to provide services to clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Vila, LLC by the Numbers
$356.9 million
9
2
$178.5 million
Fee Structure
A financial advisor's fees largely vary depending on which services the firm provides the client. Fees charged by the firm may include the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Vila, LLC caters to pooled investment vehicles. Out of its two accounts, Vila, LLC's biggest client type is pooled investment vehicles. None of the company's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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