Claim Profile
Unclaimed Profile
CC

Christopher Richard Chase

VERTICAL CAPITAL ASSET MANAGEMENT, LLC·IRVINE, California
Clean recordVERTICAL CAPITAL ASSET MANAGEMENT, LLC
20 PACIFICA, IRVINE, CA 92618CRD# 5754218Firm CRD# 158382

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Richard Chase · IRVINE, CA
Registration
CRD #5754218 · VERTICAL CAPITAL ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Richard Chase is a registered financial advisor based in IRVINE, California, affiliated with VERTICAL CAPITAL ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

Speak with Christopher

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Christopher is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
VERTICAL CAPITAL ASSET MANAGEMENT, LLC
VERTICAL CAPITAL ASSET MANAGEMENT, LLC
AUM
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5754218
Firm CRD# 158382
View on FINRA BrokerCheck →

Looking for a financial advisor in IRVINE?

Browse all registered financial advisors in IRVINE, California or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Christopher Richard Chase offer?
Christopher Richard Chase specializes in Investment Management, Fee-Only Advisory. Contact their office in IRVINE, California for a consultation.
What are Christopher Richard Chase's credentials?
Christopher Richard Chase is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Richard Chase located?
Christopher Richard Chase is based in IRVINE, California, working with VERTICAL CAPITAL ASSET MANAGEMENT, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does Christopher Richard Chase charge for services?
Christopher Richard Chase's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VERTICAL CAPITAL ASSET MANAGEMENT, LLC?
VERTICAL CAPITAL ASSET MANAGEMENT, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at VERTICAL CAPITAL ASSET MANAGEMENT, LLC