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Lockwood Pool Holmes

VINCIMUS CAPITAL, LLC·MALIBU, California
Unclaimed Profile
29160 HEATHERCLIFF RD, MALIBU, CA 90265CRD# 6375607Firm CRD# 321865
01

About

Lockwood Pool Holmes is a registered financial advisor based in MALIBU, California, affiliated with VINCIMUS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
VINCIMUS CAPITAL, LLC
VINCIMUS CAPITAL, LLC
AUM
$126M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at VINCIMUS CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6375607
Firm CRD# 321865
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lockwood Pool Holmes offer?
Lockwood Pool Holmes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MALIBU, California for a consultation.
What are Lockwood Pool Holmes's credentials?
Lockwood Pool Holmes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lockwood Pool Holmes located?
Lockwood Pool Holmes is based in MALIBU, California, working with VINCIMUS CAPITAL, LLC. Their office serves clients in the MALIBU metropolitan area and surrounding communities.
How does Lockwood Pool Holmes charge for services?
Lockwood Pool Holmes's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VINCIMUS CAPITAL, LLC?
VINCIMUS CAPITAL, LLC has approximately 3 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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