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VCP FINANCIAL LLC
STATEN ISLAND, NY
212.328.7876
SEC #801-112255Total AUM
$142.6M
Employees
5Clients
411Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2535 VICTORY BOULEVARD
STATEN ISLAND
NY 10314
United States
STATEN ISLAND
NY 10314
United States
Operating Hours
8:00AM - 6:00PM
Monday - Friday
Monday - Friday
Phone
212.328.7876
Financials
Total AUM
$142.6M
Accounts
411Discretionary
$73.1M
Accounts
83Non-Discretionary
$69.5M
Accounts
328
Clients
Individual Clients
133AUM
$14.4M
HNW Individual Clients
252AUM
$97.2M
Pension/Profit Sharing Plan Clients
11AUM
$5.8M
Corporation or Business Clients
15AUM
$25.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Cause of Denial/SuspensionSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.