Vfg Advisors, Inc. (Culver City)


Vfg Advisors, Inc. is an adviser based in Culver City. It manages $74 million of regulatory assets for 770 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Michigan, Nevada, Ohio, and Texas.

Vfg Advisors provides selection of other advisers, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vfg Advisors: assets under management

The assets under management (AUM) of Vfg Advisors, Inc. is $74 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vfg Advisors, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Vfg Advisors, Inc.

Jason Bryce Vanclef has been acting as President since 1 Apr 2009. Edward Lowry Price joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Jason Bryce Vanclef President 1 Apr 2009 75% - 100% 5096529
Inc. Vanclef Financial Group Parent company 1 Jul 2009 75% - 100% 20-3490961
Suzanne Linda Bond Vice president, chief compliance officer 1 Sep 2009 Other 1265000
Tuan Anh Ngo Director of operations 1 Jul 2010 Other 2819426
Glenn Stephen Martini Chief compliance officer 1 Dec 2011 Other 5094747
Omega Commercial Finance Corporation Shareholder 1 Jan 2013 Other 83-0219465
Alan Richard Carlisle Chief compliance officer 1 Jul 2013 Other 2646681
Edward Lowry Price Chief compliance officer 1 Oct 2013 Other 1298103

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Jason Bryce Vanclef President, ceo 1 Jul 2009 75% - 100% 5096529

Based in Culver City

The principal office where Vfg Advisors, Inc. performs its advisory services is located at 100 Corporate Pointe, Culver City, CA 90230 7612, which is also the mailing address of the firm. An additional office of the firm is in Plano, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-410-8341 or by fax 310-410-8340. The normal business hours are 7am-5pm on Monday - Friday. You can find more information about the New York firm at www.vfgroup.net.