VI · 5 firms
Wealth Managers in VI
Firms serving high-net-worth individuals and managing substantial portfolios. Browse 5 advisers in VI matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Wealth Management firms in VI
BLACK DIAMOND CAPITAL MANAGEMENT
St.. Thomas, VI
AUM
$10.71B
Team
44 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
340-777-2950
SOUTHERN EQUITY ADVISORS LLC
St.. Thomas, VI
AUM
$788.1M
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
877-240-9233
DBA SESLIA SECURITIES
St.. Thomas, VI
AUM
$50.5M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
340-776-0677
OLDENBURG INVESTMENT PROFESSIONALS
St. Thomas, VI
AUM
$4.5M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
8507336758
INOVE ASSET MANAGEMENT, L.L.C.
St.. Thomas, VI
AUM
$1.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-340-5020
6 total advisers in VI. Browse all VI advisors