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

439 Germantown Pike, Lafayette Hill, PA 19444

https://www.vassfinancial.com/

By the Numbers

Total Assets Under Management

31

MILLION
Total Number of Accounts

104

ACCOUNTS
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.

Financial Advisors at Vass Financial Strategies

Showing 1 - 2 of 2 top financial advisors.

Daniel P. Vass

CRD#: 6119594

439 Germantown Pike, Lafayette Hill, PA 19444

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.

Paul S. Vass

CRD#: 1823708

439 Germantown Pike, Lafayette Hill, PA 19444

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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