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RIA · CRD 299713State-Registered Investment Adviser

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Vivifi Planning

VIVIFI PLANNING is a state-registered investment adviser with approximately $10 million in regulatory assets under management. The firm has 2 employees and 1...

Overview

VIVIFI PLANNING is a state-registered investment adviser with approximately $10 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Vivifi Planning?

No named principal or investment professional has been identified in public records. The firm does not disclose its leadership structure. Without verifiable filings or a web presence, the identity of its decision-makers remains unknown.

What investment stages does Vivifi Planning typically target?

No stage preferences have been disclosed. The firm does not publish a strategy document or interview history that addresses its approach to venture, growth, or buyout stages. Stage targeting is unconfirmed.

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