Vass Financial Strategies
Vass Financial Strategies (CRD# 271038) is a financial advisory firm headquartered in Lafayette Hill, PA. They manage $31,475,898 in 104 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management31MILLION
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Total Number of Accounts104ACCOUNTS
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Average Account Value$302,653
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Vass Financial Strategies
1
Daniel Vass (CRD# 6119594) is an Investment Advisor Representative working at Vass Financial Strategies in Lafayette Hill, PA and has over 11 years of experience in the finance industry.
2
Paul Vass (CRD# 1823708) is an Investment Advisor Representative working at Vass Financial Strategies in Lafayette Hill, PA and has over 26 years of experience in the finance industry.
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