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Building 2VICTORIA CAPITAL MANAGEMENT, INC.

Map pinCHARLESTON, SC
Phone843-342-3044
NotebookSEC #801-112588
Total AUM
$305.5M
Employees
3
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
109 EAST BAY STREET
#1E
CHARLESTON
SC 29401-2549
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
843-342-3044

ReceiptFinancials

Total AUM
$305.5M
Accounts
89
Discretionary
$61.2M
Accounts
72
Non-Discretionary
$244.3M
Accounts
17

ContactClients

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Individual Clients
11
AUM
$2.9M
HNW Individual Clients
24
AUM
$42.8M
Pension/Profit Sharing Plan Clients
3
AUM
$12.3M
Charitable Organization Clients
1
AUM
$3.2M
Investment Advisor Clients
8
AUM
$244.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CASC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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