Victory Capital Services, Inc.
Firm details
- Headquarters
- Brooklynn, Ohio
- CRD number
- 37059
- Registered since
- October 25, 1994
- Website
- www.vcm.com
Firm profile
FINTRXOverview
Victory Capital Services, Inc. is recorded as a corporation that registered with the SEC in 1994. The FINTRX snapshot classifies the firm as "Unclassified" and identifies the owner type as a domestic entity/individual. Several status flags in the record are negative: the firm is not listed as a capital allocator, not an active ESG investor, not a pension consultant, not a related adviser, and is marked as not a multi-state adviser. The FINTRX entry provides limited detail about the firm's business model. Fields for client base, fee structure and specific advisory activities are not populated, which restricts a clear view of their target clients or service offerings from this dataset alone.
Assets & Accounts
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
Owners & executives
3 of 8Michael Policarpo
CFOCRD 4316912

Caroline Churchill
Chief Marketing OfficerCRD 1884636
Derek Kempf
ContractorCRD 2803760
Contacts
3 of 203
Jessica Overstreet
Service and Acquisition SpecialistCRD 7670751

Juan Salinas
Investment AnalystCRD 5852511

Kenneth Lutz
Wealth StrategistCRD 5274156
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brooklynn, OH
Cuyahoga
Location
Brooklynn, OH
Headquartered in Brooklynn, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 4900 Tiedeman Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Key Investment Services LLC
Broker-DealerBrooklynn, OH
Arbor Court Capital, LLC
Broker-DealerBroadview Heights, OH
Investments For You, Inc.
Broker-DealerMarysville, OH
Edgepoint Capital Advisors LLC
Broker-DealerBeachwood, OH
Ultimus Fund Distributors, LLC
Broker-DealerCincinnati, OH
Yellow Cardinal Corporate Finance, LLC
Broker-DealerHamilton, OH