VICTRIX INVESTMENT ADVISORS
Total AUM
$343.3M
Employees
7Clients
450Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
823 SE OSCEOLA ST
STUART
FL 34994
United States
STUART
FL 34994
United States
Operating Hours
8-5
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
772-320-9658
Other Offices
3
Financials
Total AUM
$343.3M
Accounts
1,608Discretionary
$341.5M
Accounts
1,601Non-Discretionary
$1.9M
Accounts
7
Clients
Individual Clients
342AUM
$113.4M
HNW Individual Clients
93AUM
$224.6M
Pension/Profit Sharing Plan Clients
7AUM
$3.5M
Corporation or Business Clients
8AUM
$1.9M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Violation Finding
State Registrations
CACOCTFLGAMDNCNHNYSCTNTXUTVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.