VAM Group, LLC
Firm details
- Headquarters
- Sewickley, Pennsylvania
- CRD number
- 323226
- Registered since
- September 29, 2022
- Website
- www.vescioassetmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government54.6%
- HNWI31.45%
- Individuals13.95%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
VAM Group, LLC is a Pennsylvania-based limited liability company that operates as an institutional registered adviser serving both individual/family and institutional clients. The firm provides discretionary portfolio management for individuals, small businesses, and business or institutional accounts and charges fees based on a percentage of assets under management. Its ownership is individual rather than institutional, and it does not advertise active ESG investing or multi-state advisory activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents9%
- Exchange Traded Equities1%
Owners & executives
1 of 1
Michael Dudkowski
Chief Investment OfficerCRD 7111481
Contacts
1 of 1
Bryan Vescio
PresidentCRD 5981086
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sewickley, PA
Allegheny
Location
Sewickley, PA
Headquartered in Sewickley, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 2200 Georgetown Dr
- Time zone
- ET (UTC-5)
- Office locations
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