Overview
Assets Under Management: $629 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 139
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 139
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.82
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,620
Discretionary Accounts: 1,567
Non-Discretionary Accounts: 53
Regulatory Filings
CRD Number: 299817
Last Filing Date: 2025-01-27 00:00:00
Website: https://vinoblegroup.com