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Building 2VINCERE WEALTH MANAGEMENT, LLC

Map pinINDIANAPOLIS, IN
Phone(415) 579-0219
NotebookSEC #801-123356
Total AUM
$62M
Employees
6
Clients
412

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3500 DEPAUW BLVD.
SUITE 10818
INDIANAPOLIS
IN 46268
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(415) 579-0219
Other Offices
3

ReceiptFinancials

Total AUM
$62M
Accounts
731
Discretionary
$62M
Accounts
731
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
349
AUM
$39M
HNW Individual Clients
63
AUM
$23M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCACOFLGAILINLAMAMNMOMTNENHNYOHORPATXUTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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