Overview
Assets Under Management: $2.6 billion
Headquarters: STATE COLLEGE, PA
High-Net-Worth Clients: 2,015
Average Client Assets: $865,556
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2,015
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.75
Average High-Net-Worth Client Assets: $865,556
Total Client Accounts: 9,058
Discretionary Accounts: 8,643
Non-Discretionary Accounts: 415
Regulatory Filings
CRD Number: 116021
Filing ID: 1929316
Last Filing Date: 2025-03-24 12:48:00
Website: https://vicuscapital.com