This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2017
- Office Locations
- 1
Office Locations
About Vandenburg Capital Management
VanDenburg Capital Management is a California-registered, fee-only RIA providing fiduciary investment management and ongoing financial planning for professionals, retirees, and families. Portfolios commonly use ETFs and mutual funds and are custodied at Schwab. The firm follows a defined, iterative planning process ("DADIE") and publishes a weekly market update video newsletter; founder Todd VanDenburg is the author of a personal finance book.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TODD VICTOR VANDENBURG
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4728273
- Ownership
- 75% or more
PAMELA RAE VANDENBURG
Owner, Vice President
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,422,264 | -- |
| Non-Discretionary | $0 | -- |
| Total | $106,422,264 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing