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Dalyce B Tinoco

Investment adviser representative at Class Vi Family Office, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.5BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Class Vi Family Office, LLCJan 2023 to now
  2. Cva Family OfficeSep 2016 to now

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 3 states (CO, FL, TX).

Class Vi Family Office, LLC

$1.5BAssets managed
201Clients
7Advisers
8 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
6707522
Firm CRD
285035
Advisor's SEC record (opens in a new tab)
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