Overview
Assets Under Management: $771 million
Headquarters: ANN ARBOR, MI
High-Net-Worth Clients: 26
Average Client Assets: $6.7 million
Frequently Asked Questions
VINTAGE FINANCIAL SERVICES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105271), VINTAGE FINANCIAL SERVICES LLC is subject to fiduciary duty under federal law.
VINTAGE FINANCIAL SERVICES LLC is headquartered in ANN ARBOR, MI.
VINTAGE FINANCIAL SERVICES LLC serves 26 high-net-worth clients according to their SEC filing dated March 28, 2023. View client details ↓
According to their SEC Form ADV, VINTAGE FINANCIAL SERVICES LLC offers financial planning and portfolio management for individuals. View all service details ↓
VINTAGE FINANCIAL SERVICES LLC manages $771 million in client assets according to their SEC filing dated March 28, 2023.
According to their SEC Form ADV, VINTAGE FINANCIAL SERVICES LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.48%
Average Client Assets: $6.7 million
Total Client Accounts: 542
Discretionary Accounts: 542
Regulatory Filings
CRD Number: 105271
Filing ID: 1741251
Last Filing Date: 2023-03-28 11:21:00