Vectors Asset Management
Firm details
- Headquarters
- New York, New York
- CRD number
- 137772
- Registered since
- December 15, 2005
- Website
- www.vectorsresearch.com
- Custodians
- CHARLES SCHWAB & CO., INC., U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI43.22%
- State / Municipal Government25.11%
- Insurance Companies12.1%
- Banking / Thrift Institutions8.81%
- Individuals5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsMarket Timing Services
Firm profile
FINTRXOverview
Vectors Asset Management is a privately held institutional RIA formed in 2005 and organized as an LLC. The firm serves both individual/family clients and institutional investors, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee model combines percentage-of-AUM billing with fixed fees. The firm reports market timing services among its advisory activities and does not identify as an active ESG investor or a capital allocator; instead, it relies on external managers for alternative exposures.
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
- US Government Bonds65%
- Exchange Traded Equities29%
- Investment Grade Corp Bonds2%
- Public Funds/Mutual Funds2%
- Other2%
Contacts
3 of 3
Neil Powers
Co-FounderCRD 5062062
Joseph Cheatham
Portfolio ManagerCRD 8160409
Andrew Davidson
Co-FounderCRD 2017636
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$206M in ETFs
92%
$189M
4%
$17.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $25.6M | 120,543 | 12.45% |
Location
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
- 65 Bleecker St
- Time zone
- ET (UTC-5)
- Office locations
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Seeds
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