V
$24.1M Total AUM
$24.1M Disc. AUM
-- 3Y CAGR
1 Employees
175 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-18-2024
- Office Locations
- 1
Office Locations
-- Alpha OH
About VWR Financial Advisory Services
VWR Financial Advisory Services is a Alpha-based RIA. The firm has been operating for 2 years. Managing $24.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$24.1M AVG AUM / ADVISOR
$137.5K AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHELLE MARIE RUDDY
Chief Compliance Officer
- CRD
- #3137605
- 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 | $24,070,680 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,070,680 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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