$26.0M Total AUM
$26.0M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-11-2019
- Office Locations
- 1
Office Locations
-- Novi MI
About Vartanian Capital Management
Vartanian Capital Management is a Novi, MI registered investment adviser serving retail and institutional clients, with ETF-based portfolio implementation and planning support that includes insurance and business-succession needs. The firm’s website also reflects an entrepreneur-focused bent, featuring mentorship and content around Amazon FBA and business growth. Custodied via Charles Schwab & Co.
Team overview
54 AVG AGE
$26.0M AVG AUM / ADVISOR
$722.2K AVG AUM / CLIENT
6.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Services
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Technology
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Owner & Executives
SEVAG HRATCH VARTANIAN
--
- CRD
- #2249811
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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