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Vimvest Holdings, LLC (“Vimvest Holdings”), parent company of Vimvest Securities and Vimvest Advisors, LLC, is owned by Vimvest Management, Inc. and several outside equity holders. Vimvest Management Inc. is owned by Margaret Hixon, Phillip Dickson, Stuart Dickson and Justin Bailey. HD Money is an affiliated entity and is owned by ...
https://reports.adviserinfo.sec.gov/crs/crs_285309.pdf
Vimvest Securities, LLC Relationship Summary September 10, 2021 Introduction We are Vimvest Securities, LLC (“Vimvest”), an investment adviser registered with the Securities and Exchange Commission. Investment advisory and brokerage services and fees differ, and it is important for you to understand the differences.
https://www.bbb.org/us/fl/sarasota/profile/investment-advisory-services/vimvest-securities-llc-0653-90369178
Business Profile for Vimvest Securities, LLC. Investment Advisory Services. Business Profile. ... Limited Liability Company (LLC) Business Management. Mr. Phillip Dickson, CEO;
https://www.bloomberg.com/profile/company/1457026D:US
Vimvest Securities, LLC provides investment advisory services. The Company offers portfolio management, financial planning, and trading services.
https://www.vimvest.com/about
The first, which operates under the name of Vimvest is a direct to consumer internet advice division where clients establish an online investment advisory relationship. The second business line operates under the name, Vimvest Securities d/b/a Vimvest and is a sub-advised service to clients of affiliated and unaffiliated financial institutions.
https://reports.adviserinfo.sec.gov/reports/ADV/285309/PDF/285309.pdf
Normal business hours at this location: 9:00 AM - 5:00 PM (3) Telephone number at this location: (941) 925-2121 (4) Facsimile number at this location, if any: (941) 925-2228 (5) What is the total number of offices, other than your principal office and place of business , at which you conduct investment advisory business as of the end of your most
https://www.bbb.org/us/fl/sarasota/profile/financial-services/vimvest-advisors-llc-0653-90033507
Business Profile for Vimvest Advisors, LLC. ... issued by Securities and Exchange Commission. ... Limited Liability Company (LLC) Alternate Business Name.
https://adviserinfo.sec.gov/firm/summary/285309
VIMVEST SECURITIES, LLC ( CRD# 285309/SEC#: 801-108517) Alternate Names:VIMVEST SECURITIES, LLC. Visit SEC Site. Visit the SEC's Investment Adviser Public Disclosure website for more information on this individual. Stay on BrokerCheck Go to SEC Site . View latest Form ADV filed Part 2 Brochures Part 3 Relationship Summary.
https://appgrooves.com/app/vimvest-invest-save-give-by-vimvest-llc/negative
Positive & Negative Reviews: Vimvest - 9 Similar Apps & 455 Reviews. A goal-based financial planning app - invest, save, and give all in one place.
https://www.businessobserverfl.com/article/financial-services-firm-invests-time-resources-into-disruptive-model
Vimvest executives project annual revenues could grow to $35 million in 2021, $45 million in 2022 and up to $60 million by 2023. Chasing unicorns. More proof Vimvest is onto something: Kevin Harrington, an original shark from the TV show "Shark Tank" and a St. Pete-based entrepreneur, was an early investor and is on the firm’s advisory board.
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