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. Public filings identify ownership as a combination of a domestic entity and an individual, and the adviser is categorized as unclassified in available records. Available profile flags indicate the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is also marked as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm has not supplied further detail on its client base, fee structure, advisory activities, or industry affiliations in the source data.
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 1ROBERT 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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