Unclaimed Profile

Vince Leonard Birley

VIDENT ADVISORY, LLC·ALPHARETTA, Georgia

Clean recordVIDENT ADVISORY, LLC

1125 SANCTUARY PKWY, ALPHARETTA, GA 30009CRD# 1406263Firm CRD# 286622

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Vince Leonard Birley · ALPHARETTA, GA

Registration

CRD #1406263 · VIDENT ADVISORY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Vince Leonard Birley is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with VIDENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

VIDENT ADVISORY, LLC

VIDENT ASSET MANAGEMENT

AUM

$9.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VIDENT ADVISORY, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Other: QUARTERLY ASSET-BASED LICENSING FEE

Regulatory

SEC/IARD CRD# 1406263

Firm CRD# 286622

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Vince Leonard Birley offer?

Vince Leonard Birley specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ALPHARETTA, Georgia for a consultation.

What are Vince Leonard Birley's credentials?

Vince Leonard Birley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Vince Leonard Birley located?

Vince Leonard Birley is based in ALPHARETTA, Georgia, working with VIDENT ADVISORY, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.

How does Vince Leonard Birley charge for services?

Vince Leonard Birley's firm is compensated through percentage of aum, subscription fees, other: quarterly asset-based licensing fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VIDENT ADVISORY, LLC?

VIDENT ADVISORY, LLC has approximately 21 employees and manages $9.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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