VICTORY WEALTH PARTNERS

53 North Main Street
Mullica Hill, New Jersey 08062
Tel: 856-464-3100

About VICTORY WEALTH PARTNERS

VICTORY WEALTH PARTNERS, formally registered with the SEC as VICTORY WEALTH PARTNERS. The firm was established in 06/15/1990. They have over 1 offices throughout the country.

VICTORY WEALTH PARTNERS is a Mullica Hill, New Jersey based Financial Planning firm with nearly $119,421,047 assets under management, offering retirement planning & investment advisory services to 578 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107203
SEC#	801-36836
Assets Managed by Firm	$119,421,047
No. of Clients	578
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	578	$119,421,047
Individuals (other than high net worth individuals)	265	$71,739,485
High net worth individuals	10	$18,525,000
Pension and profit sharing plans	15	$29,156,562

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