Judy Ilene Goldis
Investment adviser representative at Vima, LLC
35 yearsExperience
1 stateRegistered in
$229.5MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
35 years in the industry.
- Vima, LLCSep 2024 to now
- Ae Financial Services, LLCJun 2021 to now
- Goldis Financial GroupJan 1991 to now
- Oliver Lagore Vanvalin Investment Group, Inc.May 2021 to Jul 2024
- SpcSep 2005 to May 2021
- Sigma Financial CorporationAug 1999 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (MI).
Vima, LLC
$229.5MAssets managed
1,182Clients
12Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2142344
- Firm CRD
- 148833