Vine Capital Management, LLC
Vine Capital Management, LLC (CRD# 269894) is a financial advisory firm headquartered in , . They manage $131,529,068 in 235 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Vine Capital Management, LLC
By the Numbers
-
Total Assets Under Management132MILLION
-
Total Number of Accounts235ACCOUNTS
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Average Account Value$559,698
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Vine Capital Management, LLC
1
Thomas Haynes (CRD# 2925033) is an Investment Advisor Representative working at Vine Capital Management, LLC in Temecula, CA and has over 26 years of experience in the finance industry.
2
Addison Hinrichs (CRD# 7671662) is an Investment Advisor Representative working at Vine Capital Management, LLC in Temecula, CA and has 1 year of experience in the finance industry.
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