Overview
Assets Under Management: $283 million
Headquarters: CARDIFF BY THE SEA, CA
High-Net-Worth Clients: 29
Average Client Assets: $9.6 million
Frequently Asked Questions
VINTAGE WEST CAPITAL MANAGEMENT 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 #170186), VINTAGE WEST CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
VINTAGE WEST CAPITAL MANAGEMENT is headquartered in CARDIFF BY THE SEA, CA.
VINTAGE WEST CAPITAL MANAGEMENT serves 29 high-net-worth clients according to their SEC filing dated September 24, 2018. View client details ↓
According to their SEC Form ADV, VINTAGE WEST CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
VINTAGE WEST CAPITAL MANAGEMENT manages $283 million in client assets according to their SEC filing dated September 24, 2018.
According to their SEC Form ADV, VINTAGE WEST CAPITAL MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.18%
Average Client Assets: $9.6 million
Total Client Accounts: 307
Discretionary Accounts: 286
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 170186
Filing ID: 1240855
Last Filing Date: 2018-09-24 17:16:00