Vintage Asset Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 154866
- Website
- vintageassetadvisors.com
- Custodians
- ALTRUIST FINANCIAL LLC, SHAREHOLDERS SERVICE GROUP, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.75%
- Charitable Organizations1.14%
- Individuals1.11%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Vintage Asset Advisors, LLC is a small registered investment adviser organized as an LLC and owned by an individual. The firm manages discretionary portfolios for individuals, families and some institutional clients, focusing on portfolio management for individuals and small businesses. Its clients are billed on a percentage-of-assets-under-management basis. Vintage does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not act as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities40%
- Non-Exchange Traded Equities37%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
1 of 1
Mark Gilbert
Owner & Managing MemberCRD 2448208
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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