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Home > Retirement Planners > florida > stuart > VICTRIX INVESTMENT ADVISORS
VICTRIX INVESTMENT ADVISORS
823 Se Osceola St
Stuart, Florida 34994
Tel: 772-320-9658
About VICTRIX INVESTMENT ADVISORS
VICTRIX INVESTMENT ADVISORS, formally registered with the SEC as VICTRIX INVESTMENT ADVISORS. The firm was established in 06/09/2021. They have over 3 offices throughout the country.
VICTRIX INVESTMENT ADVISORS is a Stuart, Florida based Financial Planning firm with nearly $261,383,906 assets under management, offering retirement planning & investment advisory services to 1366 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167517 |
| SEC# | 801-121443 |
| Assets Managed by Firm | $261,383,906 |
| No. of Clients | 1366 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1366 | $261,383,906 |
| Individuals (other than high net worth individuals) | 357 | $90,477,210 |
| High net worth individuals | 78 | $167,337,796 |
| Pension and profit sharing plans | 6 | $2,575,195 |
| Corporations or other businesses | 4 | $993,705 |
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