Victrix Investment Advisors
Stuart, Florida
5.0
1 Review
Victrix Investment Advisors, based out of Stuart, FL, is a prominent local investment advisory firm that caters to over 250 individual clients. With a remarkable track record, they currently oversee a substantial $109,152,000 in assets under management. Committed to delivering exceptional service, Victrix Investment Advisors operates from four strategically located offices, ensuring convenient access for their valued clientele. Distinguished by their expertise in managing employer 401Ks and individual portfolios, Victrix Investment Advisors has acquired extensive experience in this specialized domain. Their comprehensive approach...
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Assets Under Mgmt

$109.15M

Investment Professionals

6

Locations

3

% 401K & Individual

57%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Disclosures
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.