$65.7M Total AUM
$58.9M Disc. AUM
-- 3Y CAGR
3 Employees
140 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-21-2020
- Office Locations
- 2
Office Locations
139 East 3RD AVE Escondido CA
-- Oceanside CA
About Vector Financial Solutions, Inc.
Vector Financial Solutions, Inc. is a Escondido-based RIA with 2 offices. The firm has been operating for 6 years. Managing $65.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
62 AVG AGE
$32.8M AVG AUM / ADVISOR
$469.2K AVG AUM / CLIENT
5.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DAVID WILSON
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1446677
- Ownership
- 75% or more
Available
Available
Available
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M
MARK ALAN LAMB
--
- CRD
- #2248587
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,924,184 | -- |
| Non-Discretionary | $6,759,579 | -- |
| Total | $65,683,763 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Private Funds:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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