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Building 2VINES CAPITAL MANAGEMENT, LLC

Map pinMONROE, LA
Phone318-450-4664
NotebookSEC #801-123516
Total AUM
$192.2M
Employees
3
Clients
231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1896 HUDSON CIRCLE
SUITE 3
MONROE
LA 71201
United States
Operating Hours
9:00 AM - 5:00 PM M-TH; 9:00 AM - 3:00 PM F
Monday - Friday
Phone
318-450-4664
Other Offices
1

ReceiptFinancials

Total AUM
$192.2M
Accounts
441
Discretionary
$192.2M
Accounts
441
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
157
AUM
$33.6M
HNW Individual Clients
25
AUM
$110M
Pension/Profit Sharing Plan Clients
11
AUM
$11.4M
Charitable Organization Clients
1
AUM
$1M
Corporation or Business Clients
30
AUM
$27.4M
Other Clients
7
AUM
$8.7M
Description of Other Clients
TRUST

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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