William
Iredale
Vident Investment Advisory, LLC
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About this Advisor
William Iredale is a chartered financial analyst operating out of Alpharetta, Georgia with a total of 7 years of industry experience. Iredale works at Vident Investment Advisory, LLC. During their career, Iredale has held roles at Ronald Blue & Co., LLC and Vident Investment Advisory, LLC. Iredale maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in Georgia and Texas. Vident Investment Advisory, LLC is a registered investment business based in Alpharetta, GA. The company has offices in four locations and a total of 14 advisors. It manages $7 billion in assets under management across its 481 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to seven charities and foundations. Of its 481 customer accounts, 40% are held by high-net-worth individuals who have more than $1 million in assets. The firm has a wide set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management vary depending on which services are provided. Fee types charged by Vident Investment Advisory, LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vident Investment Advisory, LLC Brokerage Details
$6,678,390,435
14
481
$13,884,388
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
William Iredale Work History
William has been registered as a financial advisor for 7 years.*
Vident Investment Advisory, LLC
Ronald Blue & Co., LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Iredale to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vident Investment Advisory, LLC
Carlisle, MA
Alpharetta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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