Overview
Assets Under Management: $471 million
Headquarters: FREDERICK, MD
High-Net-Worth Clients: 225
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 225
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.64
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,494
Discretionary Accounts: 2,494
Regulatory Filings
CRD Number: 314290
Filing ID: 1953980
Last Filing Date: 2025-03-10 12:27:00
Website: https://vcpwealth.com