VAULT INVESTMENT PARTNERS, LLC
Total AUM
$31.4M
Employees
2Clients
100Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
528 THIRD AVE.
FREMONT
OH 43420
United States
FREMONT
OH 43420
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Monday - Friday
Phone
419-355-0279
Financials
Total AUM
$31.4M
Accounts
222Discretionary
$29.4M
Accounts
193Non-Discretionary
$2M
Accounts
29
Clients
Individual Clients
93AUM
$20.5M
HNW Individual Clients
7AUM
$10.9M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
OHTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.