Victory Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 322540
- Website
- victorywealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.09%
- Individuals28.91%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Victory Wealth Management, LLC is an independent registered investment advisory firm organized as an LLC and owned by an individual. Its client focus is individuals and families, and the firm charges fees based on a percentage of assets under management. Core advisory services listed are financial planning and portfolio management for individual and small-business clients. The firm does not identify as an active ESG investor, and it is not positioned as a capital allocator, pension consultant, or multi-state adviser. An industry affiliation with an insurance company is also noted.
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
- Public Funds/Mutual Funds98%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Daniel Basinger
President and Financial AdvisorCRD 5767596
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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