Matthew
Doering

Vima, LLC

CRD#2466065
Investment Advisor
in Troy, MI

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About this Advisor

Matthew Doering is a financial advisor based in Troy, Michigan, working with Vima, LLC. Matthew has previously held positions at Edward Jones, Vima, LLC, and Thurston Springer. Matthew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Matthew is part of Vima, LLC, which operates out of Troy, Michigan. The firm has 13 employees and manages assets totaling $113.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Vima, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

46 East Square Lake Rd.
Troy, MI 48085

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Vima, LLC Brokerage Details

Total Assets Under Management

$113,291,942

MI Average: $943,424,332
Total Number of Employees

13

MI Average: 21
Total Number of Accounts

452

MI Average: 1,586
Average Account Size

$250,646

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Matthew Doering Work History

2020 - Present (4 years)

Vima, LLC

2019 - 2020 (1 year)

Thurston Springer

2010 - 2019 (9 years)

Edward Jones

Disclosures

Please visit the SEC profile of Matthew Doering to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vima, LLC

Sadeer Jamil
Troy, MI
Natalie Snyder
Troy, MI
James Waugh
Troy, MI
David Roberts
Troy, MI
Michael Maley
Troy, MI
Michel Tenaglia
Troy, MI
Matthew Doering
Troy, MI
Michael Mazzola
Troy, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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