Vineyard Asset Management

Finance · Missouri, United States · 1-10 Employees

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Overview

Headquarters

3812 S Fremont Ave, Springfield, Missour...

Phone Number

(417) 881-7100

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Vineyard Asset Management

Vineyard Asset Management, LLC specializes in providing comprehensive financial services including asset management, investment planning, and insurance portfolio design. The company aims to build a strong trust relationship with its clients, ensuring that their wealth is managed according to their specific goals and objectives. Their clientele primarily consists of private clients and family offices seeking personalized financial advisory services. As a branch office of DFPG Investments, LLC, they emphasize transparency and a commitment to serving the best interests of their clients.Explore more
Vineyard Asset Management's Social MediaPopular SearchesVineyard Asset Management LLCVineyard Asset ManagementVineyard Wealth Management LLCVineyard Wealth ManagementVineyard Asset Mgmt - 1442SIC Code 62,628NAICS Code 52,523Show more

Vineyard Asset Management Org Chart

Benjamin Newhouse, Chief Executive Officer & Founder at Vineyard Asset Management
United States flag for contact location.

Chief Executive Officer & Founder

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AD
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Senior Wealth Advisor & Chief Business Develo...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vineyard Asset Management

<$5M
1-10
Private
<$5M
2007
Benjamin Newhouse, Chief Executive Officer & Founder at Vineyard Asset Management
Benjamin NewhouseCEO & Founder
$5.9M
11-50
Private
-
2013
AD
Allison DilloianDirector, Tax Solutions
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2001
Jason Bergey, Owner and Managing Director at Pennsylvania Wealth Management
Jason BergeyOwner and Managing Director
<$5M
1-10
Private
-
-
TD
Tasha DonatOperations Associate
<$5M
1-10
Private
-
-
SS
Sarah SwiatekEvent Coordinator & Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Vineyard Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Vineyard Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Vineyard Asset Management.

Vineyard Asset Management financials insights

Gather financial insights about Vineyard Asset Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$99K

See All Vineyard Asset Management's Financials Insights

Vineyard Asset Management Tech Stack

A closer look at the technologies used by Vineyard Asset Management

Top Finance Companies

Frequently Asked Questions Regarding Vineyard Asset Management

What is Vineyard Asset Management's official website?
Vineyard Asset Management's official website is www.vineyardasset.com
What is Vineyard Asset Management's Revenue?
Vineyard Asset Management's revenue is <$5 Million
What is Vineyard Asset Management's SIC code?
Vineyard Asset Management's SIC: 62,628
What is Vineyard Asset Management's NAICS code?
Vineyard Asset Management's NAICS: 52,523
How many employees does Vineyard Asset Management have?
Vineyard Asset Management has 1-10 employees
What industry does Vineyard Asset Management belong to?
Vineyard Asset Management is in the industry of: Finance, Insurance, Securities Trading
What is Vineyard Asset Management competition?
Vineyard Asset Management top competitors include: Capital City Financial Partners, Pennsylvania Wealth Management, SF Financial's, Retirement Planning Made Easy
What technology does Vineyard Asset Management use?
Some of the popular technologies that Vineyard Asset Management uses are: Drupal, AddToAny, Microsoft 365, Google Tag Manager
How do I contact Vineyard Asset Management?
Vineyard Asset Management contact info: Phone number: (417) 881-7100 Website: www.vineyardasset.com
What does Vineyard Asset Management do?

Vineyard Asset Management, LLC specializes in providing comprehensive financial services including asset management, investment planning, and insurance portfolio design. The company aims to build a strong trust relationship with its clients, ensuring that their wealth is managed according to their specific goals and objectives. Their clientele prim... arily consists of private clients and family offices seeking personalized financial advisory services. As a branch office of DFPG Investments, LLC, they emphasize transparency and a commitment to serving the best interests of their clients.Read More

What are Vineyard Asset Management social media links?
Vineyard Asset Management Linkedin page
Is Vineyard Asset Management a public company?
Vineyard Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Vineyard Asset Management

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