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Jeffrey Steven Vincent

BME INVESTMENT PARTNERS, LLC·ROSWELL, Georgia
Unclaimed Profile
1080 HOLCOMB BRIDGE ROAD, ROSWELL, GA 30076CRD# 722540Firm CRD# 148842
01

About

Jeffrey Steven Vincent is a registered financial advisor based in ROSWELL, Georgia, affiliated with BME INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
BME INVESTMENT PARTNERS, LLC
BME INVESTMENT PARTNERS, LLC
AUM
$1.9B
Regulatory assets under management
Employees
6
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 722540
Firm CRD# 148842
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Steven Vincent offer?
Jeffrey Steven Vincent specializes in Investment Management, Wealth Management. Contact their office in ROSWELL, Georgia for a consultation.
What are Jeffrey Steven Vincent's credentials?
Jeffrey Steven Vincent is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Steven Vincent located?
Jeffrey Steven Vincent is based in ROSWELL, Georgia, working with BME INVESTMENT PARTNERS, LLC. Their office serves clients in the ROSWELL metropolitan area and surrounding communities.
How does Jeffrey Steven Vincent charge for services?
Jeffrey Steven Vincent's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BME INVESTMENT PARTNERS, LLC?
BME INVESTMENT PARTNERS, LLC has approximately 6 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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