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V•••••• I••••••••• M•••••••••, LLC, CRD 118851
EGG HARBOR TWP., NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| J••• J••••• H••••• | Certified Financial Planner | EGG HARBOR TWP, NJ | Egg Harborn Township, NJ | CHICAGO, IL | 23 | 43 | 3 | yes |
| K•••• E••••• L••••• | n/a | CHICAGO, IL | Lakeview, OH | EGG HARBOR TWP., NJ | 7 | 31 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| E••••••• T•••••• J•••• | CHIEF COMPLIANCE OFFICER | Na | yes | 06/2021 | Mar 26, 2012 | Dec 15, 2024 |
| G••••• J•••••• D•••• | CEO HOLDING COMPANY | Na | yes | 09/2024 | Dec 8, 2024 | Dec 15, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $787M | $705M | 11.5% | $359M | 29.9% | 21 | 21 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| S•••••••• W••••• M••••••••• | 2 | Aug 25, 2017 | Jul 7, 2017 | EGG HARBOR TWP, NJ | Team lift out | Other | 50.0% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| C••••••••• F•••••••• N•••••• | 2 | Nov 8, 2016 | Nov 9, 2016 | RED BANK, NJ | Team lift out | Other | 0.1% |
| 1 |
| no |
| CEO AND CO-CHIEF INVESTMENT OFFICER |
| Na |
| yes |
| 03/2000 |
| Mar 26, 2012 |
| Dec 15, 2024 |
| V•••••• W••••• P••••••• H••••••• L•• | Owner | E | yes | 09/2024 | Dec 8, 2024 | Dec 15, 2024 |
| W•••••••• D••••• | CHIEF OPERATING OFFICER | Na | yes | 07/2018 | Jun 29, 2021 | Dec 15, 2024 |
| W••••• T••••••• B•••••• | CHIEF LEGAL COUNSEL | Na | yes | 09/2024 | Dec 8, 2024 | Dec 15, 2024 |
| Apr 14, 2026 |
| $787M |
| $366M |
| 21 |
| 16 |
| 0 |
| n/a |
| n/a |
| 2024 | Mar 28, 2025 | $705M | $328M | 21 | 16 | 0 | n/a | n/a |
| 2023 | Feb 17, 2024 | $541M | $302M | 26 | 20 | 0 | n/a | n/a |
| 2022 | Mar 10, 2023 | $359M | $339M | 27 | 20 | 0 | n/a | n/a |
| 2021 | Mar 21, 2022 | $692M | $678M | 27 | 20 | 0 | n/a | n/a |
| 2020 | Jan 14, 2021 | $663M | $516M | 27 | 20 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $721M | $693M | 88 | 36 | 0 | n/a | n/a |
| 2018 | Apr 1, 2019 | $704M | $704M | 110 | 36 | 1 | n/a | n/a |
| 2017 | Mar 31, 2018 | $1.0B | $1.0B | 126 | 36 | 1 | n/a | n/a |
| 2016 | Mar 30, 2017 | $1.6B | $1.6B | 39 | 39 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $2.2B | $2.2B | 32 | 32 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $3.4B | $3.4B | 62 | 23 | n/a | n/a | n/a |
| 2013 | Mar 20, 2014 | $4.3B | $4.3B | 82 | 56 | n/a | n/a | n/a |
| 2012 | Mar 20, 2013 | $3.7B | $3.7B | 75 | 56 | n/a | n/a | n/a |
| 2011 | Mar 26, 2012 | $3.0B | $3.0B | n/a | n/a | n/a | n/a | n/a |