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 16 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 24 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 31 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 9 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 5 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 34 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 1 year 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 17 years of experience in the finance industry.

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