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William Jacob glenn Vernon

Vernon Management Group, Inc.

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About William Jacob glenn Vernon

William Jacob glenn Vernon is a registered Investment Advisor Representative with Vernon Management Group, Inc. in Richmond, Virginia. William is also registered as an Investment Advisor Representative in Virginia. William’s firm, Vernon Management Group, Inc. is a registered Investment Advisor, and it provides advisory services to individuals and high net worth individuals. The firm's primary services include portfolio management, financial planning and a subscription to portfolio management and stock selection service.

Firm Information

William Vernon is currently registered with Vernon Management Group, Inc.. Vernon Management Group, Inc. is an investment advisor with 3 investment advisor representatives. They manage approximately $29.5 million in assets for 147 clients. They offer financial planning, portfolio management for individuals, and a subscription to portfolio management and stock selection service. Their client base consists primarily of individuals with 42 clients having assets under management of $21.5 million and 4 high net worth individuals having assets under management of $8 million.

$29.50M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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subscription to portfolio management and stock selection service

Subscription to portfolio management and stock selection service

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Flat fees

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William Vernon’s Registration & Firm History

VA

03/02/2023 - Present

Vernon Management Group, Inc. (RICHM0ND VA)

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Licenses & Designations

IA

Issued 03/01/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Jacob glenn Vernon.
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