Investment adviser · CRD 126317
VINING FINANCIAL
Investment adviser filing (IA)
VINING FINANCIAL SERVICES, INC.
MARIETTA, GA, United States · Form ADV filed May 15, 2012
- Regulatory AUM
- $46.2M Form ADV · Item 5.F
- Client accounts
- 289 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 15, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4994 LOWER ROSWELL ROAD, SUITE 4MARIETTA, GA, 30068, United States
CRD 126317
Filing source
Form ADV 647211 · May 15, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.