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James Mcdonald Anthony

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC·WEST TISBURY, Massachusetts
Unclaimed Profile
496 STATE RD, WEST TISBURY, MA 02575CRD# 5029299Firm CRD# 291599
01

About

James Mcdonald Anthony is a registered financial advisor based in WEST TISBURY, Massachusetts, affiliated with MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
AUM
$244M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5029299
Firm CRD# 291599
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Mcdonald Anthony offer?
James Mcdonald Anthony specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST TISBURY, Massachusetts for a consultation.
What are James Mcdonald Anthony's credentials?
James Mcdonald Anthony is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Mcdonald Anthony located?
James Mcdonald Anthony is based in WEST TISBURY, Massachusetts, working with MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC. Their office serves clients in the WEST TISBURY metropolitan area and surrounding communities.
How does James Mcdonald Anthony charge for services?
James Mcdonald Anthony's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC?
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC has approximately 9 employees and manages $244M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST TISBURY
Edward Joseph Murphy — MARTHA'S VINEYARD INVESTMENT ADVISORS, LLCMary Catherine Griffiths — MARTHA'S VINEYARD INVESTMENT ADVISORS, LLCCarol Hofmann Carroll — MARTHA'S VINEYARD INVESTMENT ADVISORS, LLCGrant Alan Joiner — VINEYARD WEALTH GROUP, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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