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Building 2VICTUS CAPITAL WEALTH

Map pinSANTA MONICA, CA
Phone310-622-1280
NotebookSEC #801-71919
Total AUM
$280.1M
Employees
4
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1327 OCEAN AVENUE
SUITE K
SANTA MONICA
CA 90401
United States
Operating Hours
7:30AM - 4:30PM
Monday - Friday
Phone
310-622-1280

ReceiptFinancials

Total AUM
$280.1M
Accounts
553
Discretionary
$277.2M
Accounts
552
Non-Discretionary
$2.8M
Accounts
1

ContactClients

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Individual Clients
25
AUM
$5.5M
HNW Individual Clients
162
AUM
$271.7M
Pension/Profit Sharing Plan Clients
1
AUM
$2.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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