1125 Sanctuary Pkwy
Suite 515
Alpharetta, Georgia 30009
Tel: 404-267-1501
VIDENT ASSET MANAGEMENT, formally registered with the SEC as VIDENT ASSET MANAGEMENT. The firm was established in 01/28/2019. They have over 5 offices throughout the country.
VIDENT ASSET MANAGEMENT is a Alpharetta, Georgia based Financial Planning firm with nearly $7,071,744,860 assets under management, offering retirement planning & investment advisory services to 687 clients. The firm is staffed with 20 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 286622 |
SEC# | 801-114538 |
Assets Managed by Firm | $7,071,744,860 |
No. of Clients | 687 |
No. of Advisors | 20 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 687 | $7,071,744,860 |
Individuals (other than high net worth individuals) | 257 | $152,625,070 |
High net worth individuals | 275 | $762,847,759 |
Charitable organizations | 12 | $110,681,057 |
Corporations or other businesses | 1 | $32,409,997 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$738,307,405,774 | 32911 | 3060 | |
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Center Avenue, Truist Garden Offices Suite 140 Atlanta, GA, 30303 | $53,169,938,577 | 125600 | 2842 |
$36,456,698,506 | 10 | 880 | |
$31,849,152,281 | 25685 | 37 | |
$30,525,816,142 | 16 | 106 |
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