Falists
← Back to search

VERMILLION FINANCIAL ADVISORS, INC.

CRD 119239 · SEC 801-69058

Visit website

16 EXECUTIVE CT, SUITE 3, SOUTH BARRINGTON, IL, 60010, United States

Phone

847-382-9999

Fax

847-382-3399

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$386.7M

Discretionary AUM

$0

Team

10 total employees; 5 advisory reps; 279 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals162$59.2M
High net worth individuals103$301.0M
Pension/profit sharing plans11$18.4M
Charitable organizations3$8.1M

States served

AZ, IL, TX, FL

All web addresses on file

Official SEC filing: View on IAPD