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VICTORY FINANCIAL SERVICES LLC
CRD 291184
3637 MEDINA RD, SUITE 345C, MEDINA, OH, 44256, United States
Phone
330-331-4447
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$13.7M
Discretionary AUM
$13.7M
Team
1 total employees; 1 advisory reps; 23 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $6.9M |
| High net worth individuals | 6 | $6.8M |
All web addresses on file
Official SEC filing: View on IAPD