Overview
Assets Under Management: $6.7 billion
Headquarters: ALPHARETTA, GA
High-Net-Worth Clients: 174
Average Client Assets: $2.5 million
Frequently Asked Questions
VIDENT INVESTMENT ADVISORY, 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 #171004), VIDENT INVESTMENT ADVISORY, LLC is subject to fiduciary duty under federal law.
VIDENT INVESTMENT ADVISORY, LLC is headquartered in ALPHARETTA, GA.
VIDENT INVESTMENT ADVISORY, LLC serves 174 high-net-worth clients according to their SEC filing dated April 06, 2023. View client details ↓
According to their SEC Form ADV, VIDENT INVESTMENT ADVISORY, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
VIDENT INVESTMENT ADVISORY, LLC manages $6.7 billion in client assets according to their SEC filing dated April 06, 2023.
According to their SEC Form ADV, VIDENT INVESTMENT ADVISORY, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 174
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.46%
Average Client Assets: $2.5 million
Total Client Accounts: 481
Discretionary Accounts: 481
Regulatory Filings
CRD Number: 171004
Filing ID: 1750281
Last Filing Date: 2023-04-06 14:46:00