Entrar Registro gratuito

John H Vineyard (Ithaca)


John H Vineyard is an adviser based in Ithaca. It manages $22.73 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of New York and Texas.




John H Vineyard provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and financial consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

John H Vineyard: assets under management

The assets under management (AUM) of John H Vineyard is $22.73 million. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22.7 million in discretionary accounts and $34.05 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $436.56 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $34.05 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay John H Vineyard for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Ithaca

The principal office where John H Vineyard performs its advisory services is located at 50 Smugglers Path, Ithaca, NY 14850, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 607-275-0323. The normal business hours are 8-5 on Monday - Friday.


Registered investment advisers similar to John H Vineyard