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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KINSLER, CANDACE, LOUISE | I | CLIENT ACCOUNT SPECIALIST | NA | |
| KINSLER, CANDACE, LOUISE | I | CLIENT ACCOUNT SPECIALIST | NA | |
| MCCLOSKEY, JACK, WILLIAM | I | CHIEF OPERATING OFFICER | NA | Control |
| MCCLOSKEY, JACK, WILLIAM | I | CHIEF OPERATING OFFICER | NA | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MOORE, FRANKLIN, SHEARER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| MCCLOSKEY, JACK, WILLIAM | I | CHIEF OPERATING OFFICER | B | Control |
| MCCLOSKEY, JACK, WILLIAM | I | CHIEF OPERATING OFFICER | B | Control |
Registrations
Federal
IA
Mar 28, 2023 REGISTERED
Notice Filings (9)
CA FL IL IN MI NY OH TX WA
Address
2373 OAK VALLEY DRIVE SUITE 110ANN ARBOR, MI 48103
United States
Phone: 734-668-4040