Class Vi Family Office, LLC
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Overview
Class Vi Family Office, LLC operates as a financial advisor firm headquartered in Denver, Colorado. It controls $958.6 million in assets across 496 customer accounts, making it one of the larger firms in the nation by assets under management (AUM). Class Vi Family Office, LLC has a small team, including 5 financial advisors. Class Vi Family Office, LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like equities, bonds and options.
Class Vi Family Office, LLC administers 487 of the firm's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes buy and sell judgments without requiring client approval. The firm also manages nine non-discretionary accounts with a total of $12.0 million in AUM. Class Vi Family Office, LLC supervises about $1.9 million in assets for each account. An average advisor at Class Vi Family Office, LLC manages about 99 client accounts.
Class Vi Family Office, LLC's central office is at 101 University Blvd, Denver, Colorado 80206. Class Vi Family Office, LLC is legally registered to provide services to investors throughout 4 states, including Arizona, Colorado, Florida and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Class Vi Family Office, LLC by the Numbers
$958.6 million
5
496
$1.9 million
Products and Services
Class Vi Family Office, LLC provides multiple services, including financial planning services, portfolio management for individuals and small businesses and other services. In the last financial year, it provided financial planning services to 51-100 of its accounts. It is not engaged in selling products or offering services aside from investment advice to its investment advisory customers. The company also has a number of financial industry affiliations, including with a broker-dealer or securities dealer.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors are based on the type of services provided. However, fee types charged by Class Vi Family Office, LLC can be comprised of any blend of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with retail investors, high net worth investors and corporations. Out of its 496 clients, Class Vi Family Office, LLC's largest client type by number of accounts is high net worth investors, though it also manages money for 83 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 82.18%
- Other Individuals - 14.85%
- Corporations - 2.97%
- 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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Disclosures
Class Vi Family Office, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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