VAM Group, LLC

RIAState Registered
Total AUM
$66.1M
Discretionary
$66.1M
100% of AUM
Avg account
$837K
Accounts
79
Employees
2
Advisory reps
2

Firm details

Headquarters
Sewickley, Pennsylvania
CRD number
323226
Registered since
September 29, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • State / Municipal Government54.6%
  • HNWI31.45%
  • Individuals13.95%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

VAM Group, LLC is a Pennsylvania-based limited liability company that operates as an institutional registered adviser serving both individual/family and institutional clients. The firm provides discretionary portfolio management for individuals, small businesses, and business or institutional accounts and charges fees based on a percentage of assets under management. Its ownership is individual rather than institutional, and it does not advertise active ESG investing or multi-state advisory activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Cash & Cash Equivalents 9%, Exchange Traded Equities 1%90%
  • Public Funds/Mutual Funds90%
  • Cash & Cash Equivalents9%
  • Exchange Traded Equities1%

Owners & executives

1 of 1
  • Michael Dudkowski

    Michael Dudkowski

    Chief Investment OfficerCRD 7111481

Contacts

1 of 1
  • Bryan Vescio

    Bryan Vescio

    PresidentCRD 5981086

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sewickley, PA

Allegheny

Location

Sewickley, PA

Headquartered in Sewickley, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Allegheny
Address
2200 Georgetown Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth