The Vertical Market Intelligence Group, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
326975
Fee structure
Other

Firm profile

FINTRX

Overview

The Vertical Market Intelligence Group, LLC is organized as a limited liability company and is classified in the dataset as an institutional registered investment adviser. Ownership is listed as individual ownership and the firm has an affiliation labeled as a broker-dealer. The firm’s profile indicates a nonstandard fee arrangement (noted as "Other") rather than a simple AUM‑oriented percentage schedule. The snapshot flags several operational attributes: the firm does not identify as a capital allocator, it is not designated an active ESG investor, it is not marked as a multi‑state adviser or a pension consultant, and it is not recorded as a newly formed or related adviser. Those fields suggest a narrow set of reported advisory activities and a limited public footprint in standard RIA classifications.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Robert Schaffer

    Robert Schaffer

    CEOCRD 2743384

Contacts

1 of 1
  • Waddy Stephenson

    CCOCRD 6583111

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
99 Wall St
Time zone
ET (UTC-5)
Office locations

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