Overview
Assets Under Management: $127 million
Headquarters: HINGHAM, MA
High-Net-Worth Clients: 27
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.51
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 268
Discretionary Accounts: 247
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 332759
Last Filing Date: 2025-02-28 00:00:00
Website: https://vincentwealth.com