CRD: 271038
Vass Financial Strategies
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- Custodian
- Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2015
- Office Locations
- 1
Office Locations
About Vass Financial Strategies
Vass Financial Strategies, LLC is an independent advisory firm serving individuals and small businesses with investment management and financial planning. The firm also supports retirement plans and insurance planning, including life/disability, long-term care, and Medicare supplements. Portfolios commonly use ETFs alongside fixed income to align with client goals and risk management.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL P VASS
Chief Compliance Officer, Financial Advisor, VICE PRESIDENT
- CRD
- #6119594
- Ownership
- 50% but less than 75%
PAUL STEWART VASS
Financial Advisor, President
- CRD
- #1823708
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,388,943 | -- |
| Non-Discretionary | $1,046,429 | -- |
| Total | $42,435,372 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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