Vip Planners, Inc.
Vip Planners, Inc. is an SEC-registered mass-market adviser in Roanoke, VA with $126.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Vip Planners, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111946, SEC 801-134197, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $126.2M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Roanoke, VA
- Employees
- 4
- Clients
- 209
- CRD
- 111946
- Ownership
- VANDELINDE, TERRY, LEE
How much AUM does Vip Planners, Inc. have?
Vip Planners, Inc. reported $126.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Vip Planners, Inc.?
Disclosed owners and executives of Vip Planners, Inc. include VANDELINDE, TERRY, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.