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 15 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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