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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-27-2021
- Office Locations
- 1
Office Locations
About Vail Valley Asset Management, LLC
Vail Valley Asset Management is a Colorado-registered RIA providing full-service portfolio management for lower middle market business owners. The firm pairs long-term portfolio construction with objective guidance around liquidity events, including M&A process and private markets insights. Operates as a 100% fiduciary with transparent, no-hidden-fee pricing and access to an expanded advisor network.
Team overview
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Accredited Investors
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Client Personas
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
Sean Abbey
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #7425250
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,327,307 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,327,307 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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