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Building 2VINEYARD WEALTH GROUP, LLC

Map pinWEST TISBURY, MA
Phone(508) 696-2000
NotebookSEC #801-131617
Total AUM
$441K
Employees
1
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1076 STATE ROAD
WEST TISBURY
MA 02575
United States
Operating Hours
9:30 AM - 4 PM
Monday - Friday
Phone
(508) 696-2000

ReceiptFinancials

Total AUM
$441K
Accounts
2
Discretionary
$441K
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$441K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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