VWR Financial Advisory Services
Firm details
- Headquarters
- ,
- CRD number
- 330461
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
VWR Financial Advisory Services is an independent, individually owned RIA organized as an LLC and registered in Ohio. The firm serves primarily individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its advisers also operate as registered representatives of a broker-dealer and as insurance brokers, which aligns with a mixed compensation model that includes asset-based fees, hourly and fixed fees, and commissionable products. The firm identifies as an active ESG investor, integrating environmental, social, or governance considerations into its approach.
Assets & Accounts
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
- Public Funds/Mutual Funds80%
- Exchange Traded Equities15%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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