Vintage Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 285911
- Custodians
- THE VANGUARD GROUP, INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, MORGAN STANLEY & CO. LLC, ASCENSUS TRUST
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.66%
- Individuals14.06%
- Charitable Organizations3.28%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Vintage Asset Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm manages investment portfolios for individuals, families and some institutional clients, focusing on portfolio management for individuals and small businesses. It charges fees based on a percentage of assets under management and does not position itself as an ESG-focused manager. The adviser is not identified as a multi-state or pension consultant firm and is not reported as a capital allocator or family office.
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
- Exchange Traded Equities76%
- Cash & Cash Equivalents24%
Contacts
1 of 1
Christian Troche
Registered RepresentativeCRD 4012328
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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