MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- WEST TISBURY, Massachusetts
- CRD number
- 291599
- Registered since
- January 26, 2018
- Website
- www.mvinvestmentadvisors.com
- Custodians
- MARTHA'S VINEYARD BANK
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.7%
- Individuals18.82%
- Charitable Organizations16.01%
- Corporations / Businesses2.34%
- Banking / Thrift Institutions1.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Martha's Vineyard Investment Advisors, LLC is an independent registered investment advisor organized as an LLC and SEC-registered in 2018. The firm describes itself as a capital allocator serving individual, family and institutional clients. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly and fixed-fee engagements. The firm is not characterized as an active ESG investor and is not registered as a multi-state adviser or pension consultant. It lists an affiliation with a banking or thrift institution.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities18%
- Cash & Cash Equivalents11%
- Other5%
- US Government Bonds1%
Owners & executives
1 of 1JAMES ANTHONY
President and CEOCRD 5029299
Contacts
3 of 5Leslie Stovall
Financial AdvisorCRD 7601472
THOMAS JUSTER
Senior Financial AdvisorCRD 6005882
Colleen McGettrick
Associate Financial AdvisorCRD 5229830
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST TISBURY, MA
DUKES
Location
WEST TISBURY, MA
Headquartered in WEST TISBURY, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- DUKES
- Address
- 496 State Rd
- Time zone
- ET (UTC-5)
- Office locations
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