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Building 2VINCIMUS CAPITAL, LLC

Map pinMALIBU, CA
Phone904.226.4946
NotebookSEC #801-125872
Total AUM
$183.7M
Employees
4
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
29160 HEATHERCLIFF RD
SUITE 203
MALIBU
CA 90265
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
904.226.4946
Other Offices
2

ReceiptFinancials

Total AUM
$183.7M
Accounts
352
Discretionary
$75.9M
Accounts
125
Non-Discretionary
$107.8M
Accounts
227

ContactClients

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Individual Clients
17
AUM
$2.4M
HNW Individual Clients
29
AUM
$148.5M
Pension/Profit Sharing Plan Clients
8
AUM
$9.3M
Corporation or Business Clients
7
AUM
$23.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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