VIDENT INVESTMENT ADVISORY, LLC

ALPHARETTA, Georgia·4 registered advisors·CRD# 171004
SEC# 801-805344404-487-1961
01

Firm Overview

AUM
$6.7B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at VIDENT INVESTMENT ADVISORY, LLC

4 registered advisors
Brian Lowell Shepler
ALPHARETTA, Georgia
Denise Marie Krisko
ALPHARETTA, Georgia
Jumana Poonawala
ROSWELL, Georgia
Nicholas Arnold Stonestreet
ROSWELL, Georgia
05

Office Locations

ALPHARETTA, Georgia
2 advisors
ROSWELL, Georgia
2 advisors

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Data sourced from SEC Form ADV filings. VIDENT INVESTMENT ADVISORY, LLC (CRD# 171004) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.