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Vita Planning Group

EST. AUM
$83,688,418

CONTACTS
3

CLIENT ACCOUNTS
142

Firm Details

Metro area Portland, OR
CRD Number 312323
Website vita401k.com
Client types

Overview

Vita Planning Group is the Registered Investment Advisor for employee benefit solutions provider firm Vita that specializes in employer-sponsored 401(k) and 403(b) retirement plans.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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