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Building 2VINTAGE FINANCIAL SERVICES LLC

Map pinANN ARBOR, MI
Phone734-668-4040
NotebookSEC #801-23853
Total AUM
$771.1M
Employees
16
Clients
541

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2373 OAK VALLEY DRIVE SUITE 110
ANN ARBOR
MI 48103
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
734-668-4040

ReceiptFinancials

Total AUM
$771.1M
Accounts
542
Discretionary
$771.1M
Accounts
542
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
514
AUM
$593M
HNW Individual Clients
26
AUM
$173.4M
Charitable Organization Clients
1
AUM
$4.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
INCOME TAX PLANNING AND RETURN PREPARATION
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINMINYOHTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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