Vindicta Investment Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 334366
- Website
- vindictaadvisors.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vindicta Investment Advisors LLC is a Pennsylvania-registered, independent registered investment adviser organized as an LLC and owned by an individual. The firm’s practice is focused on serving individuals and families, and it also provides portfolio management for small-business owners. Core services are financial planning and discretionary portfolio management delivered under a mix of percentage-of-AUM and fixed-fee arrangements. Filings indicate the firm operates primarily within a single state and does not position itself as an ESG investor, pension consultant, or multi-state advisory platform.
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
- Public Funds/Mutual Funds50%
- State & Local Bonds38%
- US Government Bonds8%
- Exchange Traded Equities4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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