VERMILLION & WHITE WEALTH MANAGEMENT GROUP

521 Kimberton Road
Phoenixville, Pennsylvania 19460
Tel: 610-977-2098

About VERMILLION & WHITE WEALTH MANAGEMENT GROUP

VERMILLION & WHITE WEALTH MANAGEMENT GROUP, formally registered with the SEC as VERMILLION & WHITE WEALTH MANAGEMENT GROUP. The firm was established in 02/01/2022. They have over 2 offices throughout the country.

VERMILLION & WHITE WEALTH MANAGEMENT GROUP is a Phoenixville, Pennsylvania based Financial Planning firm with nearly $203,336,800 assets under management, offering retirement planning & investment advisory services to 825 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168215
SEC#	801-121066
Assets Managed by Firm	$203,336,800
No. of Clients	825
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	825	$203,336,800
Individuals (other than high net worth individuals)	271	$71,783,415
High net worth individuals	35	$81,553,385
Pension and profit sharing plans	21	$50,000,000

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