Victory Capital Services, Inc.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
211
Avg account
$0

Firm details

Headquarters
Brooklynn, Ohio
CRD number
37059
Registered since
October 25, 1994

Firm profile

FINTRX

Overview

Victory Capital Services, Inc. is recorded as a corporation that registered with the SEC in 1994. The FINTRX snapshot classifies the firm as "Unclassified" and identifies the owner type as a domestic entity/individual. Several status flags in the record are negative: the firm is not listed as a capital allocator, not an active ESG investor, not a pension consultant, not a related adviser, and is marked as not a multi-state adviser. The FINTRX entry provides limited detail about the firm's business model. Fields for client base, fee structure and specific advisory activities are not populated, which restricts a clear view of their target clients or service offerings from this dataset alone.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 8
  • Michael Policarpo

    CFOCRD 4316912

  • Caroline Churchill

    Caroline Churchill

    Chief Marketing OfficerCRD 1884636

  • Derek Kempf

    ContractorCRD 2803760

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Contacts

3 of 203
  • Jessica Overstreet

    Jessica Overstreet

    Service and Acquisition SpecialistCRD 7670751

  • Juan Salinas

    Juan Salinas

    Investment AnalystCRD 5852511

  • Kenneth Lutz

    Kenneth Lutz

    Wealth StrategistCRD 5274156

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Brooklynn, OH

Cuyahoga

Location

Brooklynn, OH

Headquartered in Brooklynn, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
4900 Tiedeman Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth