Vinity

Vinity (CRD# 304332) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $60,674,123 in 405 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
17550 N. Perimeter Drive, Suite 150, Scottsdale, AZ 85255
https://www.vinitygroup.com
By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    405
    ACCOUNTS
  • Average Account Value
    $149,813
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Vinity
Showing 1 - 3 of 3 top financial advisors.
1
Paul Johns, financial advisor Scottsdale AZ
Paul Johns
CRD#: 5593050
17550 N. Perimeter Drive, Suite 150, Scottsdale, AZ 85255

Paul Johns (CRD# 5593050) is an Investment Advisor Representative working at Vinity in Scottsdale, AZ and has over 15 years of experience in the finance industry.

2
Kristen O'dell, financial advisor Scottsdale AZ
Kristen L. O'dell
CRD#: 3221947
17550 N. Perimeter Drive, Suite 150, Scottsdale, AZ 85255

Kristen O'dell (CRD# 3221947) is an Investment Advisor Representative working at Vinity in Scottsdale, AZ and has over 6 years of experience in the finance industry.

3
Dolman Vineyard, financial advisor Scottsdale AZ
Dolman W. Vineyard
CRD#: 5516897
17550 N. Perimeter Drive, Suite 150, Scottsdale, AZ 85255

Dolman Vineyard (CRD# 5516897) is an Investment Advisor Representative working at Vinity in Scottsdale, AZ and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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