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 6 offices throughout the country.

VIDENT ASSET MANAGEMENT is a Alpharetta, Georgia based Financial Planning firm with nearly $8,989,806,701 assets under management, offering retirement planning & investment advisory services to 938 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286622
SEC#	801-114538
Assets Managed by Firm	$8,989,806,701
No. of Clients	938
No. of Advisors	21

Fee Structure

A percentage of AUM
Fixed fees
Other (QUARTERLY ASSET-BASED LICENSING FEE)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	938	$8,989,806,701
Individuals (other than high net worth individuals)	322	$194,977,928
High net worth individuals	410	$1,762,583,629
Charitable organizations	18	$78,282,401
Corporations or other businesses	Fewer than 5 clients	$34,084,472

More Retirement Planning firms in Alpharetta, Georgia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309	$746,325,416,693	38517	2895
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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