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 with both a domestic-entity and an individual ownership structure. Directory data classifies the firm as "Unclassified" and provides only a few operational flags: it is not identified as a capital allocator, is not flagged as an active ESG investor, and is not marked as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Publicly available entries do not disclose the firm's client segments, fee model, or the specifics of its advisory and investment activities, so its service mix and portfolio positioning are not described in the record.
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 12Thomas Martin
Managing DirectorCRD 2363939
Kenneth Muller
Equity TraderCRD 2862948
Peter Rosten
Sales TraderCRD 2973115
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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