VICTORY FIDUCIARY CONSULTING
Mullica Hill, New Jersey
5.0
4 Reviews
Victory Fiduciary Consulting, based out of Mullica Hill, NJ, is a reputable and trusted investment advisory firm with a strong foothold in the financial industry. With over 370 individual clients and an impressive $122,307,000 in assets under management, Victory Fiduciary Consulting has established itself as a leader in providing comprehensive financial solutions.
The firm's expertise lies in managing employer 401Ks and individual investments, with approximately half of their assets under management stemming from these sources. This specialization has allowed Victory Fiduciary Consulting to develop an in-depth understanding of th...
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Assets Under Mgmt
$122.31M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Educational seminars/workshops
Disclosures
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Articles
Articles
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