$27.7M Total AUM
$27.7M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-24-2022
- Office Locations
- 1
Office Locations
-- Apopka FL
About Victory Wealth Management, LLC
Victory Wealth Management, LLC partners with corporate executives, business owners, and high net worth families on custom wealth management. Services include portfolio management plus coordinated planning for taxes, estate and charitable goals, retirement, protection, cash flow, and executive compensation/benefits. Led by CFP Dan Basinger (industry since 2010) and supports custody at Charles Schwab and J.P. Morgan.
Team overview
37 AVG AGE
$27.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
DANIEL BASINGER
Financial Advisor, President
- CRD
- #5767596
- 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 | $27,662,793 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,662,793 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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