Vodicka Group, Inc.
RIAState Registered
Total AUM
$18.1M
Discretionary
$18.1M
100% of AUM
Avg account
$245K
Accounts
74
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 150994
- Website
- vodickagroup.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals69%
- HNWI30.36%
- Corporations / Businesses0.63%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vodicka Group, Inc. is an independent, corporate-structured registered investment adviser that charges clients on a percentage-of-AUM basis. The firm serves both individual and family clients as well as institutional relationships, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. According to available filings, Vodicka Group does not self-identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities79%
- US Government Bonds18%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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