RIA Intelligence

VITA ADVISORY SOLUTIONS INC

CRD #304759 SEC #801-117286 TEXARKANA, TX 501-984-4150
SEC Registered
Total AUM
$32.5M
Discretionary
$32.5M
Employees
4
Clients
1
Accounts
123

Firm Details

Organization Type
Corporation
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 29, 2020
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ADAMS, DAVID, CHARLESIPRESIDENT & CCOD Control
ADAMS, DAVID, CHARLESIPRESIDENT & CCOD Control
ADAMS, DAVID, CHARLESIPRESIDENT & CCOD Control
ADAMS, DAVID, CHARLESIPRESIDENT & CCOD Control
ADAMS, DAVID, CHARLESIPRESIDENT & CCOC Control
ADAMS, DAVID, CHARLESIPRESIDENT & CCOC Control
LAUER, JOHN, WILLIAMIPORTFOLIO MANAGERB Control
LAUER, JOHN, WILLIAMIPORTFOLIO MANAGERB Control
LAUER, JOHN, WILLIAMIPORTFOLIO MANAGERB Control
LAUER, JOHN, WILLIAMIPORTFOLIO MANAGERB Control
LAUER, JOHN, WILLIAMIPORTFOLIO MANAGERB Control
LAUER, JOHN, WILLIAMIPORTFOLIO MANAGERB Control
ROGERS, MICHAEL, WALTONICHIEF OPERATING OFFICEB Control
ROGERS, MICHAEL, WALTONICHIEF OPERATING OFFICEB Control
ROGERS, MICHAEL, WALTONICHIEF OPERATING OFFICEB Control
ROGERS, MICHAEL, WALTONICHIEF OPERATING OFFICEB Control
ROGERS, MICHAEL, WALTONICHIEF OPERATING OFFICEB Control

Registrations

Federal

IA
Jun 29, 2020 REGISTERED

Notice Filings (17)

AL AR AZ CA CO FL GA IA IN MI MN NE OH OK PA TN TX

Address

4 CINDYWOOD DRIVE
TEXARKANA, TX 75503
United States
Phone: 501-984-4150