VICTORY WEALTH PARTNERS
Total AUM
$102.5M
Employees
5Clients
364Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
53 NORTH MAIN STREET
MULLICA HILL
NJ 08062
United States
MULLICA HILL
NJ 08062
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
BY APPOINTMENT
Phone
856-464-3100
Other Offices
1
Financials
Total AUM
$102.5M
Accounts
363Discretionary
$102.5M
Accounts
363Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
338AUM
$42.3M
HNW Individual Clients
13AUM
$21.1M
Pension/Profit Sharing Plan Clients
13AUM
$39M
Services
Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
DEFLMAMDNENHNJPATX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.