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Home > Retirement Planners > georgia > alpharetta > VIDENT ASSET MANAGEMENT
VIDENT ASSET MANAGEMENT
1125 Sanctuary Pkwy
Suite 515
Alpharetta, Georgia 30009
Tel: 404-267-1501
About VIDENT ASSET MANAGEMENT
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.
Firm Information
| 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 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other(QUARTERLY ASSET-BASED LICENSING FEE)
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| 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 |
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