Investment adviser · CRD 149909

VELLUM FINANCIAL, LLC

Investment adviser filing (IA)

ARROYO GRANDE, CA, United States · Form ADV filed May 31, 2017

Regulatory AUM
$40.7M
Form ADV · Item 5.F
Client accounts
269
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
8
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 31, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1238 E. GRAND AVENUE
ARROYO GRANDE, CA, 93420, United States

CRD 149909

Filing source

Form ADV 1119373 · May 31, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.