Victory Wealth Services, LLC

RIAState Registered

Total AUM

$45.4M

Discretionary

$45.4M

100% of AUM

Avg account

$157K

Accounts

288

Employees

Advisory reps

Firm details

Headquarters: Prescott, Arizona
CRD number: 290270
Website: victorywealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals66.96%
HNWI29.01%
Corporations / Businesses3.63%
Pooled Investment Vehicles0.27%
Pension & Profit Sharing Plans0.14%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Victory Wealth Services, LLC is an independent registered investment adviser operating as a limited liability company and registered in Arizona and Nevada. The firm is owned by an individual and serves both individual/family and institutional clients. It functions as a capital allocator, combining fee arrangements based on a percentage of assets under management and occasional fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars and workshops. The firm reports an affiliation with an insurance company and does not identify as an active ESG investor.