9AT: METAL FINANCE

METAL FINANCE

other names

METAL FINANCE
VG PLATFORM INC.

Adviser Profile

Registration status

Terminated

As of Date	04/02/2025
ADV Location	AUSTIN, TX, United States
Adviser Type - Internet adviser
Number of Employees	2
of those in investment advisory functions	1

AUM^*	0
of that, discretionary
Private Fund GAV^*	0
SMA’s	No
Private Funds	0
Contact Info	224 xxxxxxx
Websites

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1

2022 2023

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

A. Description of the Advisory Firm VG Platform Inc. (hereinafter “VPI”) is a Corporation organized in the State of Texas. The firm was formed in August 2021, and the principal owner is Olubunmi Akinyemiju. B. Types of Advisory Services Robo-Advisory Subscription Services VPI provides “robo-advisory” subscription services through an online interface. This entails the use of algorithm-based portfolio management advice, rather than in-person investment advice. These automated investment solutions are customized to each client and based on individual characteristics, such as the client’s age, risk tolerance, income, and current assets, among others. VPI’s investment advisory personnel oversee the algorithm but may not monitor each client’s account. Clients are encouraged to update their account/questionnaire with any change in their objectives, risk tolerance, or other pertinent information, as that information factors into the portfolio’s composition. Services Limited to Specific Types of Investments VPI generally limits its investment advice to mutual funds, non-U.S. securities, venture capital funds and private placements. VPI may use other securities as well to help diversify a portfolio when applicable. Written Acknowledgement of Fiduciary Status When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with

your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest. C. Client Tailored Services and Client Imposed Restrictions VPI provides online “robo-advisory” subscription services. Client accounts are generally invested into a target allocation depending on the client’s individual profile. This automated approach factors in client financial situation and risk tolerance, although the algorithms used to provide advisory services are designed to be utilized by VPI across multiple clients. Clients may not impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. D. Wrap Fee Programs A wrap fee program is an investment program where the investor pays one stated fee that includes management fees and transaction costs. VPI does not participate in wrap fee programs. E. Assets Under Management VPI has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $0 $0 December 2022