FRUIT OF THE VINE FINANCIAL, LLC

Overview

Fruit Of The Vine Financial, LLC is an independent registered investment adviser structured as an LLC and owned by an individual. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee model is flexible, combining percentage-of-AUM fees with hourly and fixed-fee engagements. The firm does not position itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices