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Vermeulen Capital Management

Vermeulen Capital Management. CRD 124296

Vermeulen Capital Management logo

CRD: 124296

Vermeulen Capital Management

$24.3M Total AUM
$24.3M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
33 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Vanguard
Clients
Retail
Platforms
Available
Established Date
03-18-1993
Office Locations
1

Office Locations

-- Grand Rapids MI

About Vermeulen Capital Management

Asset Revesting Signals (ACS) delivers a tactical ETF signal newsletter for investors and advisors, focused on retirement-minded portfolios. Signals are driven by technical analysis, money flow, cycles and risk management, using an asset-ranking approach to rotate into rising assets and exit near peaks. Trades can be followed in a self-directed brokerage account or executed via autotrading, typically 5–12 signals per year.

Team overview

-- AVG AGE
$24.3M AVG AUM / ADVISOR
$868.0K AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

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Custodian

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Investment Themes

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Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

J

JAMES DONALD VERMEULEN

Chief Compliance Officer, Chief Executive Officer, President, Principal

CRD
#1644727
Ownership
75% or more
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $24,303,007 --
Non-Discretionary $0 --
Total $24,303,007 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
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Available
Equity - Exchange:
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Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Total Available Available

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