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Building 2VAULT INVESTMENT PARTNERS, LLC

Map pinFREMONT, OH
Phone419-355-0279
NotebookSEC #801-111937
Total AUM
$31.4M
Employees
2
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
528 THIRD AVE.
FREMONT
OH 43420
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
419-355-0279

ReceiptFinancials

Total AUM
$31.4M
Accounts
222
Discretionary
$29.4M
Accounts
193
Non-Discretionary
$2M
Accounts
29

ContactClients

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Individual Clients
93
AUM
$20.5M
HNW Individual Clients
7
AUM
$10.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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