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VICTORY FINANCIAL
6500 River Place Blvd.
Bldg. 1, Ste. 203
Austin, Texas 78730
Tel: (512) 763-7671
About VICTORY FINANCIAL
VICTORY FINANCIAL, formally registered with the SEC as VICTORY FINANCIAL. The firm was established in 02/24/2023. They have over 25 offices throughout the country.
VICTORY FINANCIAL is a Austin, Texas based Financial Planning firm with nearly $687,641,583 assets under management, offering retirement planning & investment advisory services to 4210 clients. The firm is staffed with 39 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324943 |
| SEC# | 801-127385 |
| Assets Managed by Firm | $687,641,583 |
| No. of Clients | 4210 |
| No. of Advisors | 39 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4210 | $687,641,583 |
| Individuals (other than high net worth individuals) | 1709 | $373,186,195 |
| High net worth individuals | 207 | $307,841,933 |
| Charitable organizations | 11 | $2,125,123 |
| Corporations or other businesses | 10 | $4,488,332 |
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