VIMCOR
Firm details
- Headquarters
- DUNCANSVILLE, Pennsylvania
- CRD number
- 119009
- Website
- vimcor.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals98.39%
- Corporations / Businesses1.61%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vimcor operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management for individual and small business clients. The firm is structured as a corporation and is owned by an individual. Vimcor engages in other financial product sales, which suggests a broader engagement with various financial instruments beyond traditional investment advisory services. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities88%
- Cash & Cash Equivalents10%
Contacts
1 of 1GARY VASSALOTTI
Owner, PresidentCRD 2563777
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DUNCANSVILLE, PA
BLAIR
Location
DUNCANSVILLE, PA
Headquartered in DUNCANSVILLE, PA, anchoring the Altoona-Huntingdon, PA metro in the Northeast.
- Metro area
- Altoona-Huntingdon, PA
- Region
- Northeast
- County
- BLAIR
- Address
- 1409 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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