Vartanian Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 306310
- Website
- www.vartaniancapital.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals80.77%
- Charitable Organizations19.23%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
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 Equities100%
Contacts
1 of 1
Sevag Vartanian
OwnerCRD 2249811
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations