CRD: 156125
Vector Financial Services, LLC
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-26-2011
- Office Locations
- 1
Office Locations
About Vector Financial Services, LLC
Vector Financial Services is a fiduciary, fee-only RIA providing holistic wealth management and financial planning for individuals and families, plus support for employer-sponsored retirement plans (401(k)/403(b)/457/SIMPLE/SEP) and plan participants/sponsors. Investment management focuses on tailored, goals-based portfolios with meaningful use of ETFs and public funds. Notable for an unbiased, no-incentives advice model and client assets held at third-party custodians.
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Investment Themes
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Owner & Executives
DOUGLAS EDWARD KRONK
President
- CRD
- #5714630
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,183,856 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,183,856 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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