Vintage West Capital Management

Vintage West Capital Management (CRD# 170186) is a financial advisory firm headquartered in Cardiff By The Sea, CA. They manage $364,437,295 in 724 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    364
    MILLION
  • Total Number of Accounts
    724
    ACCOUNTS
  • Average Account Value
    $503,366
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Vintage West Capital Management
Showing 1 - 8 of 8 top financial advisors.
1
Todd D. Blackburn
CRD#: 4176178
160 Chesterfield Drive, Suite 102, Cardiff By The Sea, CA 92007
93
Wealthminder
score

Todd Blackburn (CRD# 4176178) is an Investment Advisor Representative working at Vintage West Capital Management in Cardiff By The Sea, CA and has over 17 years of experience in the finance industry.

2
Curtis S. Burns
CRD#: 2259698
160 Chesterfield Drive, Suite 102, Cardiff By The Sea, CA 92007
93
Wealthminder
score

Curtis Burns (CRD# 2259698) is an Investment Advisor Representative working at Vintage West Capital Management in Cardiff By The Sea, CA and has over 25 years of experience in the finance industry.

3
Gary K. Grinberg
CRD#: 1381326
160 Chesterfield Drive, Suite 102, Cardiff By The Sea, CA 92007
93
Wealthminder
score

Gary Grinberg (CRD# 1381326) is an Investment Advisor Representative working at Vintage West Capital Management in Cardiff By The Sea, CA and has over 32 years of experience in the finance industry.

4
Stephanie L. Heaton
CRD#: 4811756
160 Chesterfield Drive, Suite 102, Cardiff By The Sea, CA 92007
93
Wealthminder
score

Stephanie Heaton (CRD# 4811756) is an Investment Advisor Representative working at Vintage West Capital Management in Cardiff By The Sea, CA and has over 10 years of experience in the finance industry.

5
Gavin T. Bogart
CRD#: 5179816
160 Chesterfield Drive, Suite 102, Cardiff By The Sea, CA 92007
90
Wealthminder
score

Gavin Bogart (CRD# 5179816) is an Investment Advisor Representative working at Vintage West Capital Management in Cardiff By The Sea, CA and has over 6 years of experience in the finance industry.

6
Alfred T. Moret
CRD#: 862734
160 Chesterfield Drive, Suite 102, Cardiff By The Sea, CA 92007
90
Wealthminder
score

Alfred Moret (CRD# 862734) is an Investment Advisor Representative working at Vintage West Capital Management in Cardiff By The Sea, CA and has over 35 years of experience in the finance industry.

7
Sean M. Dacey
CRD#: 6223934
160 Chesterfield Drive, Suite 102, Cardiff By The Sea, CA 92007
88
Wealthminder
score

Sean Dacey (CRD# 6223934) is an Investment Advisor Representative working at Vintage West Capital Management in Cardiff By The Sea, CA and has over 2 years of experience in the finance industry.

8
William E. Blanton
CRD#: 3103496
160 Chesterfield Drive, Suite 102, Cardiff By The Sea, CA 92007
83
Wealthminder
score

William Blanton (CRD# 3103496) is an Investment Advisor Representative working at Vintage West Capital Management in Cardiff By The Sea, CA and has over 18 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.