Vertice Capital Partners, LLC

Vertice Capital Partners, LLC (CRD# 171889) is a financial advisory firm headquartered in , . They manage $3,474,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.verticecapitalpartners.com/
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $99,257
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Vertice Capital Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Cioffi, financial advisor Oxford OH
John J. Cioffi
CRD#: 2376946
Oxford, OH

John Cioffi (CRD# 2376946) is an Investment Advisor Representative working at Vertice Capital Partners, LLC in Oxford, OH and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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