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Building 2VICTORY WEALTH PARTNERS

Map pinMULLICA HILL, NJ
Phone856-464-3100
NotebookSEC #801-36836
Total AUM
$102.5M
Employees
5
Clients
364

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
53 NORTH MAIN STREET
MULLICA HILL
NJ 08062
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
856-464-3100
Other Offices
1

ReceiptFinancials

Total AUM
$102.5M
Accounts
363
Discretionary
$102.5M
Accounts
363
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
338
AUM
$42.3M
HNW Individual Clients
13
AUM
$21.1M
Pension/Profit Sharing Plan Clients
13
AUM
$39M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
DEFLMAMDNENHNJPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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