VM. Group

RIASEC Registered
Total AUM
$1.7M
Discretionary
$1.7M
100% of AUM
Avg account
$425K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
Pensacola, Florida
CRD number
338461
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Subscription Fees, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesMarket Timing Services

Firm profile

FINTRX

Overview

VM. Group is organized as a limited liability company that operates in the hedge fund space and also functions as a qualified custodian. Its client base is institutional, and the firm provides portfolio-management services for both individuals/small businesses and pooled investment vehicles. Service offerings include market-timing strategies and other financial-product distribution. VM. Group charges a mix of asset-based fees, subscription fees and performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

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 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • John Ronderos

    CEOCRD 8165948

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Pensacola, FL

Escambia

Location

Pensacola, FL

Headquartered in Pensacola, FL, anchoring the Pensacola-Ferry Pass, FL-AL metro in the South.

Metro area
Pensacola-Ferry Pass, FL-AL
Region
South
County
Escambia
Address
1555 N Palafox St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth