VICTORY WEALTH PARTNERS

RIASEC RegisteredEst. 1990

Total AUM

$102M

Discretionary

$102M

100% of AUM

Avg account

$282K

Accounts

363

Employees

Advisory reps

Firm details

Headquarters: MULLICA HILL, New Jersey
CRD number: 107203
Registered since: June 15, 1990
Website: victorywealthpartners.com
Custodians: LINCOLN FINANCIAL DISTRIBUTORS, INC., MID ATLANTIC CAPITAL CORPORATION
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals41.25%
Pension & Profit Sharing Plans38.11%
HNWI20.64%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Victory Wealth Partners is an independent registered investment adviser organized as a corporation and operating since 1990. The firm appears to be majority/sole-owned by an individual and serves both individual and family clients as well as institutional or business clients. Its advisory model includes fee arrangements based on a percentage of assets under management alongside hourly and fixed-fee engagements. Service lines listed by the firm include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and investor education through seminars or workshops. FINTRX flags the firm as not an active ESG investor and not designated as a multi-state adviser.