Unclaimed Profile

Michelle Dawn Mcdade

VERTICAL CAPITAL ASSET MANAGEMENT, LLC·IRVINE, California

Clean recordVERTICAL CAPITAL ASSET MANAGEMENT, LLC

20 PACIFICA, IRVINE, CA 92618CRD# 4942715Firm CRD# 158382

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michelle Dawn Mcdade · IRVINE, CA

Registration

CRD #4942715 · VERTICAL CAPITAL ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michelle Dawn Mcdade 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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

Speak with Michelle

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

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

Firm Overview

Firm

VERTICAL CAPITAL ASSET MANAGEMENT, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at VERTICAL CAPITAL ASSET MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4942715

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.

Browse IRVINE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michelle Dawn Mcdade offer?

Michelle Dawn Mcdade specializes in Investment Management, Fee-Only Advisory. Contact their office in IRVINE, California for a consultation.

What are Michelle Dawn Mcdade's credentials?

Michelle Dawn Mcdade is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle Dawn Mcdade located?

Michelle Dawn Mcdade 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 Michelle Dawn Mcdade charge for services?

Michelle Dawn Mcdade'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 →