Vident Investment Advisory, LLC

Vident Investment Advisory, LLC (CRD# 171004) is a financial advisory firm headquartered in Roswell, GA. They manage $1,715,757,748 in 16 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,716
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $107,234,859
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, GA, IL, NJ, TX

Financial Advisors at Vident Investment Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William J. Iredale
CRD#: 4632859
300 Colonial Center Parkway, Suite 330, Roswell, GA 30076
96
Wealthminder
score

William Iredale (CRD# 4632859) is an Investment Advisor Representative working at Vident Investment Advisory, LLC in Roswell, GA and has over 16 years of experience in the finance industry.

2
Denise M. Lee
CRD#: 2121344
89 Headquarters Plaza, North Tower, Suite 334, Morristown, NJ 07960
90
Wealthminder
score

Denise Lee (CRD# 2121344) is an Investment Advisor Representative working at Vident Investment Advisory, LLC in Morristown, NJ and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.