V
$33.7M Total AUM
$33.7M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
9 yrs Firm Age
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- Custodian
- Ascensus · Charles Schwab & Company · Fidelity/NFS · Morgan Stanley · US Bank · Vanguard · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-22-2017
- Office Locations
- 1
Office Locations
-- Tucson AZ
About Vintage Asset Management, LLC
Vintage Asset Management, LLC is a Tucson-based RIA. The firm has been operating for 9 years. Managing $33.7M in total assets under management, with 1 advisory representatives. They custody assets with Ascensus and Charles Schwab & Company.
Team overview
52 AVG AGE
$33.7M AVG AUM / ADVISOR
$888.1K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CHRISTIAN LEONIDAS TROCHE
Chief Investment Officer, Investment Advisor Representative, President
- CRD
- #4012328
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,748,884 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,748,884 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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