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Patricia Dixon Kirincich

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Dixon Kirincich · INVERNESS, IL
Registration
CRD #5682911 · NEW VISTA INVESTMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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05

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 at NEW VISTA INVESTMENT GROUP, LLC

Daniel Bruce Ault
INVERNESS, IL
Kimberly Ann Ault
INVERNESS, IL
Mark Raymond Kirincich
INVERNESS, IL

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