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Building 2VIDENT ASSET MANAGEMENT

Map pinALPHARETTA, GA
Phone404-267-1501
NotebookSEC #801-114538
Total AUM
$22B
Employees
38
Clients
1,492

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1125 SANCTUARY PKWY
SUITE 515
ALPHARETTA
GA 30009
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
404-267-1501
Other Offices
6

ReceiptFinancials

Total AUM
$22B
Accounts
1,962
Discretionary
$20.9B
Accounts
1,953
Non-Discretionary
$1.1B
Accounts
9

ContactClients

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Individual Clients
588
AUM
$412.4M
HNW Individual Clients
720
AUM
$3.1B
Investment Company Clients
87
AUM
$12.5B
Pooled Vehicle Clients
22
AUM
$4.8B
Charitable Organization Clients
64
AUM
$1.2B
Corporation or Business Clients
11
AUM
$47.9M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
QUARTERLY ASSET-BASED LICENSING FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDEFLGAILINKSKYMDMIMNMONCNVOHOKORPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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