Vintage Financial Services Review

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The following automated report was generated using SEC and FINRA data and was last updated on May 28th, 2020*. For data support, email "". Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Vintage Financial Services, registered in 1985, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 4 advisors. Vintage Financial Services manages $696.3 million and provides investment advisory services for 513 clients (1:129 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 13
Minimum Investment $500,000
Average Client Balance $1,357,309
Total AUM $696.3 million
Advisor / Client Ratio 1:129
Headquarters Ann Arbor, MI
SEC Filings View SEC IAPD CRD #105271
State(s) Registered CA, FL, IL, MI, NY, OH, TX, WA

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*SEC data last verified 05/28/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.