VINEYARD WEALTH GROUP, LLC of VINEYARD HAVEN, MA is an SEC-registered investment adviser (CRD 330619). Regulatory assets under management: $22.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Grant Alan Joiner | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Joiner Grant Alan | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |