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 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

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

    Ashby Foote

    FounderCRD 721986

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth