VINTAGE FINANCIAL SERVICES LLC
CRD #105271 SEC #801-23853 ANN ARBOR, MI 734-668-4040
SEC Registered
Total AUM
$771.1M
Discretionary
$771.1M
Employees
16
Clients
--
Accounts
542
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $771.1M | $771.1M | $0 | 16 | 0 |
| Dec 2022 | $923.4M | $923.4M | $0 | 16 | 0 |
| Mar 2022 | $923.4M | $923.4M | $0 | 16 | 0 |
| Sep 2021 | $779.2M | $779.2M | $0 | 15 | 0 |
| Jul 2021 | $779.2M | $779.2M | $0 | 15 | 0 |
| Mar 2021 | $779.2M | $779.2M | $0 | 15 | 0 |
| Jun 2020 | $696.3M | $696.3M | $0 | 15 | 0 |
| Mar 2020 | $696.3M | $696.3M | $0 | 15 | 0 |
| Sep 2019 | $608.4M | $608.4M | $0 | 14 | 0 |
| Jun 2019 | $608.4M | $608.4M | $0 | 14 | 0 |
| Jun 2019 | $608.4M | $608.4M | $0 | 14 | 0 |
| Mar 2019 | $608.4M | $608.4M | $0 | 14 | 0 |
| Nov 2018 | $584.8M | $584.8M | $0 | 11 | 0 |
| Mar 2018 | $584.8M | $584.8M | $0 | 11 | 0 |
| Mar 2018 | $584.8M | $584.8M | $0 | 11 | 0 |
| Jul 2017 | $454.5M | $454.5M | $0 | 9 | 400 |
| Mar 2017 | $454.5M | $454.5M | $0 | 9 | 400 |
| Mar 2016 | $380M | $380M | $0 | 7 | 400 |
| Jan 2015 | $357.8M | $357.8M | $0 | 7 | 400 |
| Mar 2014 | $312.4M | $312.4M | $0 | 6 | 300 |
| Jan 2014 | $312.4M | $312.4M | $0 | 6 | 300 |
| May 2013 | $233.5M | $233.5M | $0 | 6 | 300 |
| Mar 2013 | $233.5M | $233.5M | $0 | 6 | 300 |
| Nov 2012 | $183.2M | $183.2M | $0 | 5 | 300 |
| Nov 2012 | $183.2M | $183.2M | $0 | 5 | 300 |
| Mar 2012 | $183.2M | $183.2M | $0 | 1 | 300 |
| Mar 2011 | $180.2M | $180.2M | $0 | 5 | -- |
| Mar 2011 | $149.4M | $149.4M | $0 | 5 | -- |
| Jun 2010 | $149.4M | $149.4M | $0 | 5 | -- |
| Mar 2009 | $111.1M | $108.8M | $2.4M | 10 | -- |
| Jan 2008 | $164.6M | $161M | $3.6M | 5 | -- |
| Feb 2007 | $135M | $135M | $0 | 5 | -- |
| Mar 2006 | $109.9M | $105.6M | $4.3M | 5 | -- |
| May 2002 | $49.6M | $38M | $11.7M | 5 | -- |
DateMar 2023
Total AUM$771.1M
Discretionary$771.1M
Non-Disc.$0
Employees16
Clients0
DateDec 2022
Total AUM$923.4M
Discretionary$923.4M
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$923.4M
Discretionary$923.4M
Non-Disc.$0
Employees16
Clients0
DateSep 2021
Total AUM$779.2M
Discretionary$779.2M
Non-Disc.$0
Employees15
Clients0
DateJul 2021
Total AUM$779.2M
Discretionary$779.2M
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$779.2M
Discretionary$779.2M
Non-Disc.$0
Employees15
Clients0
DateJun 2020
Total AUM$696.3M
Discretionary$696.3M
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$696.3M
Discretionary$696.3M
Non-Disc.$0
Employees15
Clients0
DateSep 2019
Total AUM$608.4M
Discretionary$608.4M
Non-Disc.$0
Employees14
Clients0
DateJun 2019
Total AUM$608.4M
Discretionary$608.4M
Non-Disc.$0
Employees14
Clients0
DateJun 2019
Total AUM$608.4M
Discretionary$608.4M
Non-Disc.$0
Employees14
Clients0
DateMar 2019
Total AUM$608.4M
Discretionary$608.4M
Non-Disc.$0
Employees14
Clients0
DateNov 2018
Total AUM$584.8M
Discretionary$584.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$584.8M
Discretionary$584.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$584.8M
Discretionary$584.8M
Non-Disc.$0
Employees11
Clients0
DateJul 2017
Total AUM$454.5M
Discretionary$454.5M
Non-Disc.$0
Employees9
Clients400
DateMar 2017
Total AUM$454.5M
Discretionary$454.5M
Non-Disc.$0
Employees9
Clients400
DateMar 2016
Total AUM$380M
Discretionary$380M
Non-Disc.$0
Employees7
Clients400
DateJan 2015
Total AUM$357.8M
Discretionary$357.8M
Non-Disc.$0
Employees7
Clients400
DateMar 2014
Total AUM$312.4M
Discretionary$312.4M
Non-Disc.$0
Employees6
Clients300
DateJan 2014
Total AUM$312.4M
Discretionary$312.4M
Non-Disc.$0
Employees6
Clients300
DateMay 2013
Total AUM$233.5M
Discretionary$233.5M
Non-Disc.$0
Employees6
Clients300
DateMar 2013
Total AUM$233.5M
Discretionary$233.5M
Non-Disc.$0
Employees6
Clients300
DateNov 2012
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees5
Clients300
DateNov 2012
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees5
Clients300
DateMar 2012
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees1
Clients300
DateMar 2011
Total AUM$180.2M
Discretionary$180.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$111.1M
Discretionary$108.8M
Non-Disc.$2.4M
Employees10
Clients--
DateJan 2008
Total AUM$164.6M
Discretionary$161M
Non-Disc.$3.6M
Employees5
Clients--
DateFeb 2007
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$109.9M
Discretionary$105.6M
Non-Disc.$4.3M
Employees5
Clients--
DateMay 2002
Total AUM$49.6M
Discretionary$38M
Non-Disc.$11.7M
Employees5
Clients--