Overview
Assets Under Management: $108 million
Headquarters: MILL VALLEY, CA
High-Net-Worth Clients: 16
Average Client Assets: $5.9 million
Frequently Asked Questions
VINE STREET WEALTH MANAGEMENT, 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 #170748), VINE STREET WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
VINE STREET WEALTH MANAGEMENT, LLC is headquartered in MILL VALLEY, CA.
VINE STREET WEALTH MANAGEMENT, LLC serves 16 high-net-worth clients according to their SEC filing dated June 08, 2018. View client details ↓
According to their SEC Form ADV, VINE STREET WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
VINE STREET WEALTH MANAGEMENT, LLC manages $108 million in client assets according to their SEC filing dated June 08, 2018.
According to their SEC Form ADV, VINE STREET WEALTH MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.87%
Average Client Assets: $5.9 million
Total Client Accounts: 111
Discretionary Accounts: 89
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 170748
Filing ID: 1222804
Last Filing Date: 2018-06-08 19:43:00