V
$23.1M Total AUM
$23.1M Disc. AUM
-- 3Y CAGR
2 Employees
21 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-11-2018
- Office Locations
- 1
Office Locations
-- Mount Laurel NJ
About Vassos Investments, LLC
Vassos Investments, LLC is a Mount Laurel-based RIA. The firm has been operating for 8 years. Managing $23.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
33 AVG AGE
$11.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
Richard John Vassos
Chief Compliance Officer, Investment Manager, Managing Member
- CRD
- #6923340
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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John Howell Vassos
Investment Advisor Representative
- CRD
- #7070446
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,102,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,102,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Derivatives:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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