Vodicka Group, Inc.

RIASEC Registered
Total AUM
$18.1M
Discretionary
$18.1M
100% of AUM
Avg account
$245K
Accounts
74
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
150994
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals69%
  • HNWI30.36%
  • Corporations / Businesses0.63%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Vodicka Group, Inc. is an independent, corporate-structured registered investment adviser that charges clients on a percentage-of-AUM basis. The firm serves both individual and family clients as well as institutional relationships, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. According to available filings, Vodicka Group does not self-identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 79%, US Government Bonds 18%, Cash & Cash Equivalents 3%79%
  • Exchange Traded Equities79%
  • US Government Bonds18%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Michael Vodicka

    Michael Vodicka

    President, Founder and Licensed AdvisorCRD 5704098

Wealth teams

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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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth