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Building 2VINE CAPITAL MANAGEMENT, LLC

Map pinMENIFEE, CA
Phone951-526-5173
NotebookSEC #801-103472
Total AUM
$35M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
29798 HAUN ROAD
SUITE 205
MENIFEE
CA 92586
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
951-526-5173

ReceiptFinancials

Total AUM
$35M
Accounts
114
Discretionary
$0
Accounts
0
Non-Discretionary
$35M
Accounts
114

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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