|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Vincent Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 332759 |
| SEC # | 801-131070 |
| CIK # | |
| AUM | $127.3 M (2025-02-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 781-556-8623 |
| Address | 350 Lincoln Street Hingham, MA 02043 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 17.2 |
| (b) Individuals (high net worth individuals) | 27 | 110.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 268 | 127.3 |
| By Discretionary | ||
| Discretionary | 247 | 115.7 |
| Non-Discretionary | 21 | 11.7 |
| Total | 268 | 127.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.3 | |
| Total | 268 | 127.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JJSA Advisor Ltd
✚
|
VA | 0.1 |
|
Elite Life Management LLC
✚
|
PA | 0.1 |
|
Turner Capital Investments LLC
✚
|
TX | 0.1 |
|
Ascension Wealth Partners LLC
✚
|
CA | 0.1 |
|
Cyr Financial Inc
✚
|
IL | 0.1 |
|
Sullivan Investments Group LLC
✚
|
0.1 | |
|
Fc360 Wealth Management Inc
✚
|
CA | 0.1 |
|
Wellington-Altus USA Inc
✚
|
0.1 | |
|
Dover Investment Advisory Corporation
✚
|
0.1 | |
|
Richard G Slater
✚
|
0.1 |