Vine Capital Management, LLC
Vine Capital Management, LLC (CRD# 269894) is a financial advisory firm headquartered in , . They manage $131,529,068 in 235 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Vine Capital Management, LLC
By the Numbers
-
Total Assets Under Management132MILLION
-
Total Number of Accounts235ACCOUNTS
-
Average Account Value$559,698
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Vine Capital Management, LLC
1
Thomas Haynes (CRD# 2925033) is an Investment Advisor Representative working at Vine Capital Management, LLC in Temecula, CA and has over 26 years of experience in the finance industry.
2
Addison Hinrichs (CRD# 7671662) is an Investment Advisor Representative working at Vine Capital Management, LLC in Temecula, CA and has 1 year of experience in the finance industry.
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