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
Vertice Capital Partners, LLC
By the Numbers
-
Total Assets Under Management3MILLION
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Total Number of Accounts35ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Vertice Capital Partners, LLC
1
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.
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