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Jumana Poonawala

VIDENT INVESTMENT ADVISORY, LLC·ROSWELL, Georgia
Unclaimed Profile
300 COLONIAL CENTER PARKWAY, ROSWELL, GA 30076CRD# 6694962Firm CRD# 171004
01

About

Jumana Poonawala is a registered financial advisor based in ROSWELL, Georgia, affiliated with VIDENT INVESTMENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
VIDENT INVESTMENT ADVISORY, LLC
VIDENT INVESTMENT ADVISORY, LLC
AUM
$6.7B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at VIDENT INVESTMENT ADVISORY, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6694962
Firm CRD# 171004
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jumana Poonawala offer?
Jumana Poonawala specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ROSWELL, Georgia for a consultation.
What are Jumana Poonawala's credentials?
Jumana Poonawala is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jumana Poonawala located?
Jumana Poonawala is based in ROSWELL, Georgia, working with VIDENT INVESTMENT ADVISORY, LLC. Their office serves clients in the ROSWELL metropolitan area and surrounding communities.
How does Jumana Poonawala charge for services?
Jumana Poonawala's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VIDENT INVESTMENT ADVISORY, LLC?
VIDENT INVESTMENT ADVISORY, LLC has approximately 14 employees and manages $6.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VIDENT INVESTMENT ADVISORY, LLC

Denise Marie Krisko
ALPHARETTA, GA
Nicholas Arnold Stonestreet
ROSWELL, GA
Brian Lowell Shepler
ALPHARETTA, GA

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Research
Advisor Fees in GeorgiaNational Fee Analysis
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