The Vertical Group
Firm details
- Headquarters
- Red Bank, New Jersey
- CRD number
- 104353
- Registered since
- March 19, 2001
- Website
- www.vertical-group.com
Firm profile
FINTRXOverview
The Vertical Group is organized as a limited liability company and has been registered with the SEC since 2001. Ownership is reported as a mix of a domestic entity and one or more individuals. FINTRX classifies the firm as "Unclassified" and records indicate it does not act as a capital allocator and is not identified as an active ESG investor. Public disclosures in the dataset are sparse: the firm’s specific advisory activities, client segments, and fee arrangements are not listed.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Robert Schaffer
CEOCRD 2743384
Contacts
3 of 13Abdulkerim Karaoglu
Sales TraderCRD 4875077
Thomas Martin
Managing DirectorCRD 2363939
Larry Levy
Sales TraderCRD 308288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Red Bank, NJ
Monmouth
Location
Red Bank, NJ
Headquartered in Red Bank, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- 130 Maple Ave
- Time zone
- ET (UTC-5)
- Office locations
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