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Kimberly Ann Ault

NEW VISTA INVESTMENT GROUP, LLC·INVERNESS, Illinois
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376 PLYMOUTH DR, INVERNESS, IL 60067CRD# 5682951Firm CRD# 150740
01

About

Kimberly Ann Ault is a registered financial advisor based in INVERNESS, Illinois, affiliated with NEW VISTA INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
NEW VISTA INVESTMENT GROUP, LLC
NEW VISTA INVESTMENT GROUP, LLC
AUM
$176M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at NEW VISTA INVESTMENT GROUP, LLC →
Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 5682951
Firm CRD# 150740
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kimberly Ann Ault offer?
Kimberly Ann Ault specializes in Retirement Planning, Wealth Management. Contact their office in INVERNESS, Illinois for a consultation.
What are Kimberly Ann Ault's credentials?
Kimberly Ann Ault is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Ann Ault located?
Kimberly Ann Ault is based in INVERNESS, Illinois, working with NEW VISTA INVESTMENT GROUP, LLC. Their office serves clients in the INVERNESS metropolitan area and surrounding communities.
How does Kimberly Ann Ault charge for services?
Kimberly Ann Ault's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW VISTA INVESTMENT GROUP, LLC?
NEW VISTA INVESTMENT GROUP, LLC is a registered investment adviser with the SEC, managing $176M in regulatory assets under management. See their Form ADV for full details.
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Other advisors in INVERNESS
Timothy Bernard Woods — WEALTH MANAGEMENT GROUP, L.L.C.Daniel Bruce Ault — NEW VISTA INVESTMENT GROUP, LLCMark Raymond Kirincich — NEW VISTA INVESTMENT GROUP, LLCPatricia Dixon Kirincich — NEW VISTA INVESTMENT GROUP, LLCCraig George Bolanos — WEALTH MANAGEMENT GROUP, L.L.C.
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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