VAM Group, LLC
Firm details
- Headquarters
- Sewickley, Pennsylvania
- CRD number
- 323226
- Registered since
- September 29, 2022
- Website
- www.vescioassetmgt.com
- 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
FINTRXOverview
VAM Group, LLC is a small institutional registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individual/family and institutional clients, charging fees as a percentage of assets under management and focusing on portfolio management for individuals, small businesses, and institutional entities. It is owned by an individual, does not identify as an active ESG investor, and does not operate as a multi-state adviser, pension consultant, or capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents9%
- Exchange Traded Equities1%
Owners & executives
1 of 1
Michael Dudkowski
Chief Investment OfficerCRD 7111481
Contacts
1 of 1
Bryan Vescio
PresidentCRD 5981086
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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