Vwr Financial Advisory Services
Vwr Financial Advisory Services (CRD# 120235) is a financial advisory firm headquartered in , . They manage $20,200,000 in 175 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Vwr Financial Advisory Services
By the Numbers
-
Total Assets Under Management20MILLION
-
Total Number of Accounts175ACCOUNTS
-
Average Account Value$115,429
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Market timing services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, OH, TX
Financial Advisors at Vwr Financial Advisory Services
1
Michelle Ruddy (CRD# 3137605) is an Investment Advisor Representative working at Vwr Financial Advisory Services in Beavercreek, OH and has over 22 years of experience in the finance industry.
2
Vincent Ruddy (CRD# 1003750) is an Investment Advisor Representative working at Vwr Financial Advisory Services in Beavercreek, OH and has over 42 years of experience in the finance industry.
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