VINTAGE FINANCIAL SERVICES LLC

ANN ARBOR, Michigan·3 registered advisors·CRD# 105271
SEC# 801-238530734-668-4040
01

Firm Overview

AUM
$771M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VINTAGE FINANCIAL SERVICES LLC

3 registered advisors
Candace Louise Kinsler
ANN ARBOR, Michigan
Franklin Shearer Moore
ANN ARBOR, Michigan
Jack William Mccloskey
ANN ARBOR, Michigan
05

Office Locations

ANN ARBOR, Michigan
3 advisors

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Data sourced from SEC Form ADV filings. VINTAGE FINANCIAL SERVICES LLC (CRD# 105271) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.