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Business Profile

Commodity Broker

Vellum Financial, LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Commodity Broker.

About

This business has 1 alert

About This Business

This company is an SEC Registered Investment Advisory (RIA) firm. Fee-Only Investment Advisory Services, including investment advice, as well as tax planning and estate planning advice and referrals.

Business Details

BBB File Opened:
10/14/2009
Business Started:
6/29/2009
Business Started Locally:
6/29/2009
Business Incorporated:
5/1/2009
Type of Entity:
Corporation
Alternate Names:
Vellum Financial, L.L.C.
Vellum Financial LLC
Vellum Financial
Vellum
Business Management:
Mr. Adam Farber, Certified Financial Planner
Mr. Bryan Sullivan, Managing Partner

Additional Contact Information

Customer Contacts
Mr. Bryan Sullivan, Managing Partner
Fax numbers
Primary Fax: (805) 439-0134
Additional Phone Numbers
Other Phone: (805) 801-1800
Additional Email Addresses
Primary: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 801-70489 for this business, issued by Securities & Exchange Commission

Securities & Exchange Commission

5670 Wilshire Boulevard, 11th Floor

Los Angeles CA 90036

Additional Information

Business Categories
Commodity Broker

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