CRD: 151092
Vintage Wealth Management Group
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- Custodian
- Bank OF America · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-17-2009
- Office Locations
- 1
Office Locations
About Vintage Wealth Management Group
Vintage Wealth Management Group is a Charlotte-based RIA providing investment management, comprehensive financial planning, and consulting for individuals and businesses across key life events (retirement, education, home purchase, estate planning). The firm builds unbiased, goal-based asset-allocation portfolios aligned to clients’ stage of wealth (accumulation, preservation, transfer), using ETFs and public funds where appropriate. Founded in 2009 by CFP Densel Fleming (ex U.S. Trust/Bank of America Private Wealth).
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DENSEL FLEMING
Chief Compliance Officer, INVESTMENT OFFICER
- CRD
- #5247178
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,186,536 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,186,536 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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