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Patricia Dixon Kirincich

NEW VISTA INVESTMENT GROUP, LLC·INVERNESS, Illinois
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376 PLYMOUTH DR, INVERNESS, IL 60067CRD# 5682911Firm CRD# 150740
01

About

Patricia Dixon Kirincich 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# 5682911
Firm CRD# 150740
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patricia Dixon Kirincich offer?
Patricia Dixon Kirincich specializes in Retirement Planning, Wealth Management. Contact their office in INVERNESS, Illinois for a consultation.
What are Patricia Dixon Kirincich's credentials?
Patricia Dixon Kirincich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Dixon Kirincich located?
Patricia Dixon Kirincich 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 Patricia Dixon Kirincich charge for services?
Patricia Dixon Kirincich'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, LLCKimberly Ann Ault — 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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