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VINCERE WEALTH MANAGEMENT, LLC
VINCERE WEALTH MANAGEMENT, LLC
INDIANAPOLIS, Indiana
·
3 registered advisors
·
CRD# 293852
SEC# 801-123356
3
(415) 579-0219
01
Firm Overview
AUM
$62M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at VINCERE WEALTH MANAGEMENT, LLC
3 registered advisors
Isaiah Taylor Douglass
INDIANAPOLIS, Indiana
CRD# 6495080
Joshua Mcgee Bennett
INDIANAPOLIS, Indiana
CRD# 6106376
Peter Timothy Uihlein
INDIANAPOLIS, Indiana
CRD# 5834932
05
Office Locations
INDIANAPOLIS, Indiana
3 advisors
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Data sourced from SEC Form ADV filings. VINCERE WEALTH MANAGEMENT, LLC (CRD# 293852) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.