VIP PLANNERS, INC.

VIP PLANNERS, INC. of ROANOKE, VA is an SEC-registered investment adviser (CRD 111946). Regulatory assets under management: $126.2M.

Registration

• CRD: 111946
• SEC file number: 801-134197
• Type: Registered investment adviser
• Location: 1502 FRANKLIN ROAD, SW, ROANOKE, VA, 24016
• Phone: 5403421895
• Latest filing: 2026-03-25
• Regulatory AUM: $126.2M
• Discretionary AUM: $126.2M
• Clients: 4
• Accounts: 427

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 111946 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search