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- Custodian
- Interactive Brokers · JP Morgan · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-26-2010
- Office Locations
- 1
Office Locations
About True Vine Investments
True Vine Investments is a Williamsport, PA solo RIA providing portfolio management and financial planning, including retirement plan guidance and portfolio construction. The firm emphasizes a faith-based, long-term approach to investing and offers free portfolio reviews. Portfolios primarily use public funds, including ETFs and mutual funds, with exposure that can include fixed income and natural resources; custody relationships include Interactive Brokers and JP Morgan.
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Custodian
Investment Vehicles
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Owner & Executives
JOSHUA STEVEN HALL
Owner
- CRD
- #4413021
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,700,000 | -- |
| Non-Discretionary | $300,000 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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