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- Custodian
- Altruist ยท SSG
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2010
- Office Locations
- 1
Office Locations
About Vintage Asset Advisors, LLC
Vintage Asset Advisors, LLC is a Charlotte, NC boutique RIA (est. 2010) providing investment advisory and portfolio construction services for entrepreneurs and other retail and institutional clients. Portfolios are built primarily with public funds and ETFs (with some cash allocation), with fixed income and hedge fund exposure used where appropriate. The firm is run by a single advisor; custody support includes Altruist.
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Client Personas
Custodian
Investment Vehicles
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Owner & Executives
MARK DOUGLAS GILBERT
Investment Advisor, Managing Member, Owner
- CRD
- --
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,883,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,883,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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