Overview
Assets Under Management: $295 million
Headquarters: SAINT LOUIS, MO
High-Net-Worth Clients: 18
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.41
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,203
Discretionary Accounts: 3,182
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 324833
Filing ID: 1958654
Last Filing Date: 2025-03-18 09:59:00
Website: https://vciwealth.com