MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

496 State Rd
West Tisbury, Massachusetts 02575
Tel: (508) 693-8850

About MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC, formally registered with the SEC as MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC. The firm was established in 01/26/2018. They have over 2 offices throughout the country.

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC is a West Tisbury, Massachusetts based Financial Planning firm with nearly $244,273,355 assets under management, offering retirement planning & investment advisory services to 358 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291599
SEC#	801-112370
Assets Managed by Firm	$244,273,355
No. of Clients	358
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	358	$244,273,355
Individuals (other than high net worth individuals)	201	$31,646,239
High net worth individuals	110	$101,132,028
Charitable organizations	36	$28,668,646
Corporations or other businesses	10	$4,263,562

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