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VCP FINANCIAL LLC
CRD 167901 · SEC 801-112255
2535 VICTORY BOULEVARD, STATEN ISLAND, NY, 10314, United States
Phone
212.328.7876
Fax
212.328.7877
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$142.6M
Discretionary AUM
$73.1M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $14.4M |
| High net worth individuals | 252 | $97.2M |
| Pension/profit sharing plans | 11 | $5.8M |
| Corporations/business entities | 15 | $25.2M |
States served
AZ, CA, GA, IL, IN, IA, KS, LA, MD, MA, MI, MN, NE, NJ, NY, NC, OH, PA, SC, UT, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD