VIVID FINANCIAL MANAGEMENT, INC.
CRD #281392 SEC #801-107169 ORCUTT, CA 805-937-4556
SEC Registered
Total AUM
$573.5M
Discretionary
$573.5M
Employees
21
Clients
0
Accounts
3,070
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2021 | $573.5M | $573.5M | $0 | 21 | 0 |
| Apr 2021 | $573.5M | $573.5M | $0 | 21 | 0 |
| Mar 2021 | $573.5M | $573.5M | $0 | 21 | 0 |
| Sep 2020 | $462.6M | $462.6M | $0 | 16 | 0 |
| Jul 2020 | $462.6M | $462.6M | $0 | 16 | 0 |
| Jun 2020 | $462.6M | $462.6M | $0 | 16 | 0 |
| Mar 2020 | $462.6M | $462.6M | $0 | 16 | 0 |
| Feb 2020 | $462.6M | $462.6M | $0 | 16 | 0 |
| Oct 2019 | $335M | $335M | $0 | 10 | 0 |
| Apr 2019 | $335M | $335M | $0 | 10 | 0 |
| Mar 2019 | $335M | $335M | $0 | 10 | 0 |
| Oct 2018 | $296.4M | $296.4M | $0 | 10 | 0 |
| Mar 2018 | $296.4M | $296.4M | $0 | 8 | 0 |
| Mar 2018 | $296.4M | $296.4M | $0 | 8 | 0 |
| May 2017 | $256.4M | $256.4M | $0 | 10 | 750 |
| Mar 2017 | $256.4M | $256.4M | $0 | 10 | 750 |
| Oct 2016 | $205.9M | $205.9M | $0 | 8 | 900 |
| Apr 2016 | $205.9M | $205.9M | $0 | 7 | 900 |
| Feb 2016 | $205.9M | $205.9M | $0 | 6 | 0 |
| Jan 2016 | $205.9M | $205.9M | $0 | 6 | 0 |
DateDec 2021
Total AUM$573.5M
Discretionary$573.5M
Non-Disc.$0
Employees21
Clients0
DateApr 2021
Total AUM$573.5M
Discretionary$573.5M
Non-Disc.$0
Employees21
Clients0
DateMar 2021
Total AUM$573.5M
Discretionary$573.5M
Non-Disc.$0
Employees21
Clients0
DateSep 2020
Total AUM$462.6M
Discretionary$462.6M
Non-Disc.$0
Employees16
Clients0
DateJul 2020
Total AUM$462.6M
Discretionary$462.6M
Non-Disc.$0
Employees16
Clients0
DateJun 2020
Total AUM$462.6M
Discretionary$462.6M
Non-Disc.$0
Employees16
Clients0
DateMar 2020
Total AUM$462.6M
Discretionary$462.6M
Non-Disc.$0
Employees16
Clients0
DateFeb 2020
Total AUM$462.6M
Discretionary$462.6M
Non-Disc.$0
Employees16
Clients0
DateOct 2019
Total AUM$335M
Discretionary$335M
Non-Disc.$0
Employees10
Clients0
DateApr 2019
Total AUM$335M
Discretionary$335M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$335M
Discretionary$335M
Non-Disc.$0
Employees10
Clients0
DateOct 2018
Total AUM$296.4M
Discretionary$296.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$296.4M
Discretionary$296.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$296.4M
Discretionary$296.4M
Non-Disc.$0
Employees8
Clients0
DateMay 2017
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees10
Clients750
DateMar 2017
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees10
Clients750
DateOct 2016
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees8
Clients900
DateApr 2016
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees7
Clients900
DateFeb 2016
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees6
Clients0
DateJan 2016
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees6
Clients0