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Building 2VICTRIX INVESTMENT ADVISORS

Map pinSTUART, FL
Phone772-320-9658
NotebookSEC #801-121443
Total AUM
$343.3M
Employees
7
Clients
450

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
823 SE OSCEOLA ST
STUART
FL 34994
United States
Operating Hours
8-5
BY APPOINTMENT ONLY
Phone
772-320-9658
Other Offices
3

ReceiptFinancials

Total AUM
$343.3M
Accounts
1,608
Discretionary
$341.5M
Accounts
1,601
Non-Discretionary
$1.9M
Accounts
7

ContactClients

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Individual Clients
342
AUM
$113.4M
HNW Individual Clients
93
AUM
$224.6M
Pension/Profit Sharing Plan Clients
7
AUM
$3.5M
Corporation or Business Clients
8
AUM
$1.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CACOCTFLGAMDNCNHNYSCTNTXUTVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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