V
$13.7M Total AUM
$13.7M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-29-2018
- Office Locations
- 1
Office Locations
3637 Medina RD Suite 345c Medina OH
About Victory Financial Services LLC
Victory Financial Services LLC is a Medina-based RIA. The firm has been operating for 8 years. Managing $13.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Lincoln Financial.
Team overview
58 AVG AGE
$13.7M AVG AUM / ADVISOR
$284.7K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GREGORY DAVID SCHNELZER
Chief Compliance Officer, Owner, Wealth Manager
- CRD
- #4581410
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,666,674 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,666,674 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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