VCP FINANCIAL LLC

2535 Victory Boulevard
Staten Island, New York 10314
Tel: 212.328.7876

About VCP FINANCIAL LLC

VCP FINANCIAL LLC, formally registered with the SEC as VCP FINANCIAL LLC. The firm was established in 01/05/2018. They have over 1 offices throughout the country.

VCP FINANCIAL LLC is a Staten Island, New York based Financial Planning firm with nearly $114,669,225 assets under management, offering retirement planning & investment advisory services to 711 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167901
SEC#	801-112255
Assets Managed by Firm	$114,669,225
No. of Clients	711
No. of Advisors	5

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
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	711	$114,669,225
Individuals (other than high net worth individuals)	146	$14,469,056
High net worth individuals	277	$81,858,658
Pension and profit sharing plans	22	$5,224,285
Corporations or other businesses	42	$13,117,226

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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