VECTORS ASSET MANAGEMENT
Firm details
- Headquarters
- New York, New York
- CRD number
- 137772
- Registered since
- December 15, 2005
- Website
- www.vectorsresearch.com
- Custodians
- CHARLES SCHWAB & CO., INC., U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI43.22%
- State / Municipal Government25.11%
- Insurance Companies12.1%
- Banking / Thrift Institutions8.81%
- Individuals5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsMarket Timing Services
Firm profile
FINTRXOverview
Vectors Asset Management is an independent, privately owned registered investment adviser operating as a limited liability company since 2005. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management across individual, small-business and institutional relationships. Fee arrangements include percentage-of-AUM pricing and fixed fees. The firm lists market timing services among its advisory activities and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- US Government Bonds65%
- Exchange Traded Equities29%
- Investment Grade Corp Bonds2%
- Public Funds/Mutual Funds2%
- Other2%
Contacts
3 of 3NEIL POWERS
Co-FounderCRD 5062062
JOSEPH CHEATHAM
Portfolio ManagerCRD 8160409
ANDREW DAVIDSON
Co-FounderCRD 2017636
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$192M in ETFs
92%
$176M
5%
$16.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $24.6M | 128,257 | 12.83% |
Location
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
- 65 Bleecker St
- Time zone
- ET (UTC-5)
- Office locations
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