VINTAGE WEST CAPITAL MANAGEMENT, LLC

VINTAGE WEST CAPITAL MANAGEMENT

2 registered advisors·CRD# 170186

SEC# 801-790480858-397-5542

01

Firm Overview

AUM

$330M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management

04

Advisors at VINTAGE WEST CAPITAL MANAGEMENT, LLC

2 registered advisors

Sean Michael Dacey

CARDIFF BY THE SEA, California

William Eric Blanton

CARDIFF BY THE SEA, California

05

Office Locations

CARDIFF BY THE SEA, California

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Data sourced from SEC Form ADV filings. VINTAGE WEST CAPITAL MANAGEMENT, LLC (CRD# 170186) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.