Vector Money Management Inc
Firm details
- Headquarters
- Ridgeland, Mississippi
- CRD number
- 108192
- Website
- www.vectormm.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.69%
- Individuals26.62%
- Charitable Organizations1.69%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Vector Money Management Inc. is a small, privately owned advisory firm that serves both individual/family clients and institutional accounts. The firm operates on a percentage-of-AUM fee model and lists core advisory activities as discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the publication of periodicals or newsletters. Vector is not designated as an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds2%
Contacts
1 of 1
Ashby Foote
FounderCRD 721986
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ridgeland, MS
Madison
Location
Ridgeland, MS
Headquartered in Ridgeland, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.
- Metro area
- Jackson-Vicksburg-Brookhaven, MS
- Region
- South
- County
- Madison
- Address
- 750 Woodlands Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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