Vintage Financial Services Review

Trust Score 97%
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Last updated: July 21st, 2019. Data source: SEC filings.

Vintage Financial Services, federally registered in 1985, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 4 advisors. Vintage Financial Services manages $608.4 million and provides investment advisory services for 522 clients (1:131 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,165,517
Hybrid Advisor No
Disciplinary History No
Total AUM $608.4 million
Advisor / Client Ratio 1:131
Headquarters Ann Arbor, MI
SEC Filings Forms and Brochures    (CRD # 105271)
State(s) Registered CA, FL, IL, MI, NY, OH, TX

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