The Vertical Market Intelligence Group, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 326975
- Website
- vertintel.com
- Fee structure
- Other
Firm profile
FINTRXOverview
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
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
1 of 1Waddy Stephenson
CCOCRD 6583111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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