Vip Planners, Inc.
● SEC registered since 2025CRD 111946SEC# 801-134197Roanoke, VA
Reg. AUM
$126.2M
Employees
4
Accounts
427
Location
Roanoke, VA
Vip Planners, Inc. assets under management
Vip Planners, Inc. operates as an SEC-registered investment adviser based in Roanoke, VA. The firm has been registered since 2025. It reports $126.2 million in regulatory assets under management and employs 4 people.
Vip Planners, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Terry Lee Vandelinde Control | President/Cco | Over 75% | 1985 |
Frequently asked questions
How much does Vip Planners, Inc. manage?
Vip Planners, Inc. reports $126.2 million in regulatory assets under management on its Form ADV.
How many employees does Vip Planners, Inc. have?
Vip Planners, Inc. reports 4 employees.
Where is Vip Planners, Inc. located?
Vip Planners, Inc. is based in Roanoke, VA and has been SEC-registered since 2025.
Does Vip Planners, Inc. disclose fund performance?
Vip Planners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1502 Franklin Road, SW, Roanoke, VA 24016 |
| Phone | 5403421895 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$126.2M▲ 21%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$126.2Mregulatory AUM
Discretionary $126.2M