Vibra Investments LLC (Chula Vista)

Vibra Investments LLC is an adviser based in Chula Vista. It manages $2.57 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Vibra Investments provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vibra Investments: assets under management

The assets under management (AUM) of Vibra Investments LLC is $2.57 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $2.5 million in discretionary accounts and $70 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $312.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $35 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Vibra Investments LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Vibra Investments LLC

Jorge Tadeo Saldarriaga joined the executive team most recently as the President & Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Vibra Bank	Managing member	1 Sep 2012	75% - 100%	26-1302234
Scott Thomas Parker	Chief executive officer	1 Sep 2012	Other	6149804
Scott T Parker	Chief executive officer	1 Sep 2012	Other	6149804
Ruth Lopez	Chief compliance officer	1 Dec 2012	Other	6143901
Ruth Ann Lopez	Chief compliance officer	1 Dec 2012	Other	6143901
Jorge Tadeo Saldarriaga	President & chief compliance officer	1 Apr 2013	Other	3024879

Based in Chula Vista

The principal office where Vibra Investments LLC performs its advisory services is located at 530 Broadway, Chula Vista, CA 91910, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.