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VINES CAPITAL MANAGEMENT, LLC
1896 Hudson Circle
Suite 3
Monroe, Louisiana 71201
Tel: 318-450-4664
About VINES CAPITAL MANAGEMENT, LLC
VINES CAPITAL MANAGEMENT, LLC, formally registered with the SEC as VINES CAPITAL MANAGEMENT, LLC. The firm was established in 03/24/2022. They have over 1 offices throughout the country.
VINES CAPITAL MANAGEMENT, LLC is a Monroe, Louisiana based Financial Planning firm with nearly $168,333,675 assets under management, offering retirement planning & investment advisory services to 402 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298727 |
| SEC# | 801-123516 |
| Assets Managed by Firm | $168,333,675 |
| No. of Clients | 402 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 402 | $168,333,675 |
| Individuals (other than high net worth individuals) | 139 | $28,062,265 |
| High net worth individuals | 25 | $98,542,335 |
| Pension and profit sharing plans | 8 | $8,314,637 |
| Charitable organizations | Fewer than 5 clients | $1,004,779 |
| Corporations or other businesses | 9 | $24,291,292 |
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