VICTORY FINANCIAL SERVICES LLC

Overview

Victory Financial Services LLC is an independent registered investment adviser organized as a limited liability company that serves individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars. It operates on a flexible fee schedule — charging a percentage of assets under management as well as hourly and fixed fees — which suits a mix of ongoing wealth management relationships and one-off planning engagements. Investment activity is concentrated in pooled, publicly traded vehicles rather than direct holdings or private placements. The adviser is not identified as an active ESG investor and does not position itself as a multi-state or capital-allocating platform; instead, it focuses on customized advisory work for a compact client base, delivering discretionary portfolio management tied closely to mutual fund and public-fund lineups.

Assets & Accounts

Investments & Alternatives

Location & Offices