Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > malibu > VINCIMUS CAPITAL, LLC
VINCIMUS CAPITAL, LLC
29160 Heathercliff Rd
Suite 203
Malibu, California 90265
Tel: 904.226.4946
About VINCIMUS CAPITAL, LLC
VINCIMUS CAPITAL, LLC, formally registered with the SEC as VINCIMUS CAPITAL, LLC. The firm was established in 06/09/2022. They have over 2 offices throughout the country.
VINCIMUS CAPITAL, LLC is a Malibu, California based Financial Planning firm with nearly $126,499,168 assets under management, offering retirement planning & investment advisory services to 262 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 321865 |
| SEC# | 801-125872 |
| Assets Managed by Firm | $126,499,168 |
| No. of Clients | 262 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 262 | $126,499,168 |
| Individuals (other than high net worth individuals) | 11 | $1,066,392 |
| High net worth individuals | 24 | $103,005,727 |
| Pension and profit sharing plans | 8 | $8,039,022 |
| Corporations or other businesses | 5 | $14,388,027 |
More Retirement Planning firms in Malibu, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Malibu, California