CRD: 107203
Victory Wealth Partners
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- Custodian
- Lincoln Financial · LPL Financial · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-15-1990
- Office Locations
- 3
Office Locations
About Victory Wealth Partners
Victory Wealth Partners is a CEFEX-certified independent fiduciary—first in New Jersey to earn the certification in 2007 with annual recertification—built around documented, conflict-aware advice. The firm consults to 401(k) plan sponsors as an ERISA 3(21) and 3(38) advisor and supports participants with education and counseling, while also delivering wealth management and financial planning for private investors, including retirement and risk management using vehicles such as ETFs and mutual funds.
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Investment Themes
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Owner & Executives
ASHLEY RENEE ROSSER
Chief Compliance Officer, President
- CRD
- #5837452
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Andrew Johnston
Director of Wealth Management
- CRD
- #4292844
JACOB RILOFF
Financial Advisor
- CRD
- #2089113
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,465,525 | $282,274 |
| Non-Discretionary | $0 | -- |
| Total | $102,465,525 | $282,274 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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