VICTORY CAPITAL SERVICES, INC.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
212
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 a corporation that has been SEC-registered since 1994. Ownership is indicated as a combination of a domestic entity and individuals. The firm is classified as Unclassified in the available dataset. The snapshot data flags several negative indicators rather than areas of specialization: it is not designated as a capital allocator, is not identified as an active ESG investor, is not listed as a multi-state adviser, and is not recorded as a pension consultant or a related adviser. There are no explicit entries for business activities, advisory offerings, client segments, or fee structure in the supplied information.

Assets & Accounts

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

Owners & executives

3 of 7
  • MICHAEL POLICARPO

    CFOCRD 4316912

  • CAROLINE CHURCHILL

    Chief Marketing OfficerCRD 1884636

  • SEAN FOX

    Chief Compliance OfficerCRD 3131615

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Contacts

3 of 205
  • Jessica Overstreet

    Service and Acquisition SpecialistCRD 7670751

  • Juan Salinas

    Investment AnalystCRD 5852511

  • 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