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MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
WEST TISBURY, Massachusetts
·
4 registered advisors
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CRD# 291599
SEC# 801-112370
1
(508) 693-8850
01
Firm Overview
AUM
$244M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
4 registered advisors
Carol Hofmann Carroll
WEST TISBURY, Massachusetts
CRD# 6956835
Edward Joseph Murphy
WEST TISBURY, Massachusetts
CRD# 2770198
James Mcdonald Anthony
WEST TISBURY, Massachusetts
CRD# 5029299
Mary Catherine Griffiths
WEST TISBURY, Massachusetts
CRD# 4489501
05
Office Locations
WEST TISBURY, Massachusetts
4 advisors
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Data sourced from SEC Form ADV filings. MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC (CRD# 291599) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.