Vigilare Wealth Management is an investment advisor in Scottsdale with $276.15 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
452290809
SEC advisor number
801-72385
FINRA CRD number
157663
AUM ?
$276.15 mm
(as of 20 Apr 23)
Accounts
454
(as of 20 Apr 23)
Employees
6
(4 investment advisory or research)
Address
Vigilare Wealth Management
8585 E HARTFORD DRIVE #113
SCOTTSDALE
AZ 85255
8585 E HARTFORD DRIVE #113
SCOTTSDALE
AZ 85255
Office hours
Monday - Friday, 8:00 TO 5:00
Phone
4806368292
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Polit, Jason, Scott | Owner, Managing Member, Chief Compliance Officer | 06/2011 | 50-75% |
Zdrale, Zeljko, Jag | Owner, Managing Member | 06/2011 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
6 Apr 22
13F-HR
Quarterly holdings report by institutional manager
7 Jan 22