Vivian Yuan Chen

CFA

Marram Investment Management, LLC

13 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Marram Investment Management, LLC

Compensation

Fee-Only (AUM)

Firm Size

1 advisor

Number of Clients

66 clients

Average Client Portfolio

$700K average

Assets Under Management

$46.2M

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Location

1220 Main Street, Suite 400, Vancouver, WA, 98660

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Marram Investment Management, LLC

June 2013 - Present · 12 yrs 8 mos

Previous Registrations

Marram Investment Management, LLC

February 2011 - January 2012 · 11 mos

State Registrations2 states

CAWA

Advisor

Exams

No exam information available for this advisor.