Alonzo Slote Tredwell
Investment adviser representative at Vital Investment Management LLC
19 yearsExperience
2 statesRegistered in
$283.9MFirm assets
7 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Vital Investment Management LLCNov 2025 to now
- Red Door 80Apr 2025 to now
- Self-employedJan 2023 to Mar 2025
- Pimco Investments LLCFeb 2011 to Dec 2022
- Pacific Investment Management Company LLCAug 2007 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, MA).
Vital Investment Management LLC
$283.9MAssets managed
399Clients
5Advisers
7 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
- 2656065
- Firm CRD
- 300811