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VASS FINANCIAL STRATEGIES
VASS FINANCIAL STRATEGIES, LLC
CRD 271038
439 GERMANTOWN PIKE, LAFAYETTE HILL, PA, 19444, United States
Phone
610-828-9536
Fax
610-828-3416
Registration
— (—)
Source
State registered
Total AUM
$42.4M
Discretionary AUM
$41.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $7.6M |
| High net worth individuals | 32 | $33.8M |
All web addresses on file
Official SEC filing: View on IAPD