Vermillion & White Wealth Management Group
Firm details
- Headquarters
- Phoenixville, Pennsylvania
- CRD number
- 168215
- Registered since
- February 1, 2022
- Website
- vwwgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI52.58%
- Pension & Profit Sharing Plans25.13%
- Individuals22.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Vermillion & White Wealth Management Group is an independent registered investment adviser that began SEC registration in 2022. The firm operates as a limited liability company owned by a mix of a domestic entity and individuals and serves both individual and family clients as well as institutional clients. Its advisory services cover financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of third‑party advisers. Fee arrangements include percentage-of-assets and hourly billing. The firm identifies itself as a capital allocator and maintains an affiliation with an insurance company.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities83%
- Non-Exchange Traded Equities8%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds3%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$193M in ETFs
40%
$77.5M
44%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $46.9M | 61,230 | 24.34% |
Location
Phoenixville, PA
Chester
Location
Phoenixville, PA
Headquartered in Phoenixville, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 521 Kimberton Rd
- Time zone
- ET (UTC-5)
- Office locations
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