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VICUS CAPITAL, INC.
476 Rolling Ridge Drive
Suite 315
State College, Pennsylvania 16801
Tel: 855-558-4287
About VICUS CAPITAL, INC.
VICUS CAPITAL, INC, formally registered with the SEC as VICUS CAPITAL, INC. The firm was established in 10/05/2001. They have over 41 offices throughout the country.
VICUS CAPITAL, INC. is a State College, Pennsylvania based Financial Planning firm with nearly $2,254,526,552 assets under management, offering retirement planning & investment advisory services to 8430 clients. The firm is staffed with 87 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116021 |
| SEC# | 801-60628 |
| Assets Managed by Firm | $2,254,526,552 |
| No. of Clients | 8430 |
| No. of Advisors | 87 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8430 | $2,254,526,552 |
| Individuals (other than high net worth individuals) | 3754 | $683,610,851 |
| High net worth individuals | 1829 | $1,499,712,848 |
| Pension and profit sharing plans | 52 | $23,274,197 |
| Charitable organizations | 3 | $751,188 |
| Corporations or other businesses | 60 | $47,177,468 |
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|---|---|---|---|
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