AdvisorOS Directory
Claim Profile
Unclaimed Profile
DV

David Matthew Vermiglio

LORIENT CAPITAL MANAGEMENT, LLC·BIRMINGHAM, Michigan
Clean recordLORIENT CAPITAL MANAGEMENT, LLC
55 W. MAPLE ROAD, BIRMINGHAM, MI 48009CRD# 7089936Firm CRD# 289572

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Matthew Vermiglio · BIRMINGHAM, MI
Registration
CRD #7089936 · LORIENT CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Matthew Vermiglio is a registered financial advisor based in BIRMINGHAM, Michigan, affiliated with LORIENT CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with David

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

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

03

Firm Overview

Firm
LORIENT CAPITAL MANAGEMENT, LLC
LORIENT CAPITAL MANAGEMENT, LLC
AUM
$1.4B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at LORIENT CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7089936
Firm CRD# 289572
View on FINRA BrokerCheck →

Looking for a financial advisor in BIRMINGHAM?

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

Browse BIRMINGHAM AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Matthew Vermiglio offer?
David Matthew Vermiglio specializes in Retirement Planning. Contact their office in BIRMINGHAM, Michigan for a consultation.
What are David Matthew Vermiglio's credentials?
David Matthew Vermiglio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Matthew Vermiglio located?
David Matthew Vermiglio is based in BIRMINGHAM, Michigan, working with LORIENT CAPITAL MANAGEMENT, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does David Matthew Vermiglio charge for services?
David Matthew Vermiglio's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LORIENT CAPITAL MANAGEMENT, LLC?
LORIENT CAPITAL MANAGEMENT, LLC has approximately 25 employees and manages $1.4B in regulatory assets under management. 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 LORIENT CAPITAL MANAGEMENT, LLC

David Max Berman
BIRMINGHAM, MI
Jordan Barth Broome
BIRMINGHAM, MI
Brian D Rath
BIRMINGHAM, MI
Mark Mitchell
BIRMINGHAM, MI

More Advisors in BIRMINGHAM, Michigan

Brent Samuel Gillett
CIPHER CHAIN CAPITAL, LLC·BIRMINGHAM, MI
Florence Affatato
SCHECHTER INVESTMENT ADVISORS, LLC·BIRMINGHAM, MI
Jason Reed Zimmerman
SCHECHTER PRIVATE CAPITAL, LLC·BIRMINGHAM, MI
Katherine Veronica Jennings
VALSTONE PARTNERS VI, LLC·BIRMINGHAM, MI
Shana Ashley Weiss
VALSTONE PARTNERS VI, LLC·BIRMINGHAM, MI
Joshua Leeds Burrows
MFO INVESTMENTS LLC·BIRMINGHAM, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)LANSING (90)DETROIT (77)TRAVERSE CITY (39)LIVONIA (37)FARMINGTON HILLS (35)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Request removal of this profile