MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC - Financial Advisor in Massachusetts, West Tisbury

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

About MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC is a West Tisbury, Massachusetts based financial advisory firm with nearly $244,273,355 in assets under management and provides investment advisory services for 358 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

291599

Firm SEC#:

801-112370

Assets Under Management:

$244,273,355

No. of Clients:

358

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Massachusetts, West Tisbury

FirmCRD#:330619

SEC#:801-131617

No. of Advisors:1

No. of Clients:2

AUM:$441,010

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

VINEYARD WEALTH GROUP, LLC

330619

801-131617

$441,010

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