VANDENBURG CAPITAL MANAGEMENT
Firm details
- Headquarters
- ,
- CRD number
- 286625
- Website
- www.vandenburgcm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.2%
- Individuals20.8%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Vandenburg Capital Management is a privately owned corporation that provides portfolio management services to individual and family clients. The firm charges fees based on a percentage of assets under management and reports its primary advisory activity as managing portfolios for individuals and small businesses. It does not identify as an active ESG investor, and it lists an affiliation with an insurance company. The firm is classified as unclassified in the snapshot data and is not reported as a capital allocator or a pension consultant.
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
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities14%
- Cash & Cash Equivalents4%
Contacts
2 of 2TODD VANDENBURG
Managing PartnerCRD 4728273
PAMELA VANDENBURG
PartnerCRD 5245347
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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