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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-15-2002
- Office Locations
- 1
Office Locations
About Vimcor
VIMCOR is a Pennsylvania-registered RIA serving the general public with discretionary and advisory-only portfolio management, including small client programs and retirement accounts (IRA, SIMPLE IRA, 401(k), Keogh). The firm uses internally researched ideas that must pass financial screens, then builds portfolios aligned to each client’s risk profile. It also offers tax preparation (AFSP preparers with 20+ years’ experience) designed to account for how investment accounts impact returns; custody includes Charles Schwab.
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Investment Themes
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Owner & Executives
GARY BRIAN VASSALOTTI
Investment Advisor, President
- CRD
- #2563777
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,455,000 | -- |
| Non-Discretionary | $100,000 | -- |
| Total | $15,555,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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