Overview
Assets Under Management: $244 million
Headquarters: WEST TISBURY, MA
High-Net-Worth Clients: 120
Average Client Assets: $940,378
Frequently Asked Questions
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291599), MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC is headquartered in WEST TISBURY, MA.
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC serves 120 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC manages $244 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.20
Average High-Net-Worth Client Assets: $940,378
Total Client Accounts: 358
Discretionary Accounts: 358
Regulatory Filings
CRD Number: 291599
Last Filing Date: 2024-03-20 00:00:00
Website: https://mvbank.com