VICTORY CAPITAL MANAGEMENT INC.

15935 La Cantera Pkwy
San Antonio, Texas 78256
Tel: 877-660-4400

About VICTORY CAPITAL MANAGEMENT INC.

VICTORY CAPITAL MANAGEMENT INC, formally registered with the SEC as VICTORY CAPITAL MANAGEMENT INC. The firm was established in 05/10/1994. They have over 11 offices throughout the country.

VICTORY CAPITAL MANAGEMENT INC. is a San Antonio, Texas based Financial Planning firm with nearly $151,257,095,924 assets under management, offering retirement planning & investment advisory services to 2923 clients. The firm is staffed with 481 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106189
SEC#	801-46878
Assets Managed by Firm	$151,257,095,924
No. of Clients	2923
No. of Advisors	481

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (MODEL PORTFOLIOS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2923	$151,257,095,924
Individuals (other than high net worth individuals)	2178	$560,016,949
High net worth individuals	70	$187,877,058
Pension and profit sharing plans	54	$2,027,089,574
Charitable organizations	40	$654,840,811
Corporations or other businesses	84	$812,408,286

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