VIP PLANNERS, INC.
CRD #111946 SEC #801-134197 ROANOKE, VA 5403421895
SEC Registered
Total AUM
$104.5M
Discretionary
$104.5M
Employees
4
Clients
0
Accounts
388
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $104.5M | $104.5M | $0 | 4 | 0 |
| Nov 2025 | $104.5M | $104.5M | $0 | 2 | 0 |
| Aug 2025 | $104.5M | $104.5M | $0 | 2 | 0 |
| Aug 2025 | $104.5M | $104.5M | $0 | 2 | 0 |
| Jul 2025 | $104.5M | $104.5M | $0 | 2 | 0 |
DateDec 2025
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees4
Clients0
DateNov 2025
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees2
Clients0
DateAug 2025
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees2
Clients0
DateAug 2025
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees2
Clients0
DateJul 2025
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees2
Clients0