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MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
WEST TISBURY, MA
(508) 693-8850
SEC #801-112370Total AUM
$342.9M
Employees
6Clients
371Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
496 STATE RD
WEST TISBURY
MA 02575
United States
WEST TISBURY
MA 02575
United States
Operating Hours
8:00 AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(508) 693-8850
Other Offices
1
Financials
Total AUM
$342.9M
Accounts
371Discretionary
$342.9M
Accounts
371Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
223AUM
$64.5M
HNW Individual Clients
113AUM
$208.1M
Banking Clients
2AUM
$4.1M
Charitable Organization Clients
21AUM
$54.9M
Government Entity Clients
4AUM
$3.3M
Corporation or Business Clients
8AUM
$8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MAMDNHTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.