VECTOR MONEY MANAGEMENT INC

RIASEC Registered
Total AUM
$73.3M
Discretionary
$73.3M
100% of AUM
Avg account
$1.3M
Accounts
55
Employees
2
Advisory reps
1

Firm details

Headquarters
RIDGELAND, Mississippi
CRD number
108192
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

FINTRX

Overview

Vector Money Management Inc. is a small, privately owned advisory firm that runs discretionary portfolios with a clear equity bias. The firm’s investment activity centers on exchange-traded equities and ETFs, using those instruments as the primary means of gaining market exposure and implementing portfolio tilts. Client work includes both high-net-worth individuals and institutions, and the firm charges fees as a percentage of assets under management. In addition to portfolio management, the firm issues periodic publications or newsletters aimed at clients or prospective clients. Vector’s investment approach emphasizes liquid, equity-based positions rather than broad allocations to external alternative managers or long-duration fixed income. The firm is not positioned as an ESG-focused manager and operates on a single-state footprint rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 2%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents3%
  • Investment Grade Corp Bonds2%

Contacts

1 of 1
  • ASHBY FOOTE

    FounderCRD 721986

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth