Overview
Assets Under Management: $152 million
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.83
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 260
Discretionary Accounts: 1
Non-Discretionary Accounts: 259
Regulatory Filings
CRD Number: 269894
Last Filing Date: 2025-01-17 00:00:00
Website: https://vinecapitalmanagement.com