Vine Capital Management, LLC

Vine Capital Management, LLC (CRD# 269894) is a financial advisory firm headquartered in , . They manage $50,582,093 in 133 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $380,316
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
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, TX

Financial Advisors at Vine Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas E. Haynes
CRD#: 2925033
Temecula, CA
93
Wealthminder
score

Thomas Haynes (CRD# 2925033) is an Investment Advisor Representative working at Vine Capital Management, LLC in Temecula, CA and has over 20 years of experience in the finance industry.

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