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VINOBLE GROUP
1215 4th Ave
Suite 935
Seattle, Washington 98161
Tel: (206) 317-6822
About VINOBLE GROUP
VINOBLE GROUP, formally registered with the SEC as VINOBLE GROUP. The firm was established in 05/23/2019. They have over 1 offices throughout the country.
VINOBLE GROUP is a Seattle, Washington based Financial Planning firm with nearly $629,341,935 assets under management, offering retirement planning & investment advisory services to 1620 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299817 |
| SEC# | 801-116668 |
| Assets Managed by Firm | $629,341,935 |
| No. of Clients | 1620 |
| No. of Advisors | 15 |
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
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1620 | $629,341,935 |
| Individuals (other than high net worth individuals) | 313 | $152,056,693 |
| High net worth individuals | 139 | $363,885,403 |
| Pension and profit sharing plans | 54 | $113,161,427 |
| Charitable organizations | Fewer than 5 clients | $238,412 |
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