Overview
Assets Under Management: $587 million
Headquarters: HUNT VALLEY, MD
High-Net-Worth Clients: 5
Average Client Assets: $40 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.01
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 624
Discretionary Accounts: 624
Regulatory Filings
CRD Number: 313717
Filing ID: 1967520
Last Filing Date: 2025-03-27 14:34:00
Website: https://vs-m.com