Vartanian Capital Management

RIASEC Registered
Total AUM
$26M
Discretionary
$26M
100% of AUM
Avg account
$371K
Accounts
70
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
306310
Fee structure
Percentage of AUM
Client types
  • Individuals80.77%
  • Charitable Organizations19.23%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Vartanian Capital Management is an independently owned limited liability company that provides discretionary portfolio management primarily for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and does not report active ESG integration or multi-state adviser status. Its stated investment preference is equities, and its portfolios are managed with a focus on exchange-traded securities supplemented by external real estate strategies and traditional products such as mutual funds and annuities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Sevag Vartanian

    Sevag Vartanian

    OwnerCRD 2249811

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth