![]() ![]() With the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in Special treatment or consideration in SmartAsset’s profiles. Profile content is produced by SmartAsset independently of anyīusiness relationships that might exist between SmartAsset and the named financial professional andįirm, and financial professionals and firms having business relationships with SmartAsset receive no To report any data inconsistencies or errors, please named financial professional and firm have not reviewed, approved, or endorsed this profile andĪre not responsible for its accuracy. ![]() The content in this profile was updated by SmartAsset on using publicly available data compiled from the SEC and The company is allowed to serve customers throughout 41 U.S. Vivaldi Capital Management Lp’s central office is at 225 West Wacker, Chicago, Illinois 60606. The typical financial advisor at Vivaldi Capital Management Lp manages about 229 client accounts. The company's average account size is $604,704. The company also manages 2,399 non-discretionary accounts totaling $1.9 billion in AUM. Discretionary management is a structure in which buy and sell judgments are made by a portfolio manager without needing the customer's permission. Vivaldi Capital Management Lp administers more than half of the company's client assets on a discretionary basis. Securities are defined as exchangable fiscal investments like stocks, bonds and options. Vivaldi Capital Management Lp does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. It has an average-sized group, including 24 financial advisors. Vivaldi Capital Management Lp oversees $3.3 billion in assets under management throughout 5,505 client accounts, making it one of the biggest firms in the United States by assets under management (AUM). It does not store any personal data.Vivaldi Capital Management Lp is a financial advisor company that has its headquarters in Chicago, Illinois. The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. ![]() The cookie is used to store the user consent for the cookies in the category "Performance". ![]() This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. The cookies is used to store the user consent for the cookies in the category "Necessary". The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". The cookie is used to store the user consent for the cookies in the category "Analytics". These cookies ensure basic functionalities and security features of the website, anonymously. Necessary cookies are absolutely essential for the website to function properly. VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC ZURCHER KANTONALBANK (ZURICH CANTONALBANK) ![]()
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