Vellum Financial
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Business Contact
Bryan Sullivan
PrincipalBusiness Description
Vellum Financial is a leading, fee-only, registered investment advisory firm that focuses on providing personalized financial planning, counseling, and investment management services to retirees or those about to retire. The firm is dedicated to offering objective advice, complete transparency, and unique access to "best-in-class" subject matter experts. Vellum Financial is committed to shaping its own culture and establishing a higher standard of service and performance within the industry, representing an ethical, intellectual, and deeply personal opportunity for each owner-operator.
Employees: 4
Revenue: USD 500,000 - 999,999
Founded: 2010
Industry
Financial Services
Financial Services
Engaged in:
Financial Planner
Financial Planner
ISIC Codes
6619
6619
Questions & Answers
Q1
How big is Vellum Financial?
Vellum Financial generates approximately USD 500,000 - 999,999 in revenue annually, and employs around 4 people at this location.Q2
Where is Vellum Financial located?
Vellum Financial is located at 1880 Santa Barbara Ave #240, San Luis Obispo, CA 93401.Q3
What days are Vellum Financial open?
This listing has been marked as closed.
Vellum Financial is open Mon–Thu 9 AM–4 PM; Fri 9 AM–12 PM; closed Sat–Sun.Q4
Are there other contacts associated with Vellum Financial?
We have 2 additional contact(s) for Vellum Financial. They include: Tricia M. Mulay & Awma Sean M. Newsom.Q5
What is the web address (URL) for Vellum Financial?
The website for Vellum Financial is www.vellumfinancial.com.Q6
What are the annual sales for Vellum Financial?
Vellum Financial has annual sales of approximately USD 500,000 - 999,999.Q7
How many people are employeed at Vellum Financial?
Vellum Financial has around 4 employees at this location.Historical Information
Old business websites and emails that no longer exist, informational purposes only.
bsullivan@vellumfinancial.com
Additional Businesses at this Address
1880 Santa Barbara Ave #240, San Luis Obispo, CA 93401
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Businesses in Zip Code 93401
Businesses in 93401: 15,663
Population: 28,874
Categories
Professional Services: 17%
Shopping: 17%
Medical: 16%
Other: 50%
Price
Moderate: 62%
Inexpensive: 22%
Expensive: 13%
Very Expensive: 3%
Other: 0%
Area Codes
805: 98%
Other: 2%
Neighborhoods
Downtown: 70%
Other: 30%
Stats and Demographics for Zip Code 93401
Race
White: 80%
Hispanic or Latino: 10%
Asian: 3%
Black Or African American: 1%
American Indian Or Alaskan Native: 1%
Other: 4%
Gender
Female: 50%
Male: 50%
Other: 0%