Vf Investment Services Corp. is a large advisory firm based in Horsham. It manages $208.48 million of regulatory assets for 202 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Maryland, New Hampshire, New Jersey, and 3 other states.
Vf Investment Services Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vf Investment Services Corp. is $208.48 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vf Investment Services Corp. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Steven Michael Zimmerman is pension and profit sharing plans with 26 clients and $137.5 million of assets under management. Among the 9 most similar advisory firms, Vf Investment Services Corp has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $208.48 million for 152 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Vf Investment Services Corp doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Steven Michael Zimmerman has been acting as President since 1 May 2009. Robert Barry Kaplan joined the executive team most recently as the Chief Compliance Officer.
The principal office where Vf Investment Services Corp. performs its advisory services is located at 800 Enterprise Road, Horsham, PA 19044, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 484-367-4444 or by fax 215-675-1095. The normal business hours are 9:00 am - 5: 00 pm on Monday - Friday. You can find more information about the New York firm at magis.pro.