← Back to searchVisit website
VECTOR FINANCIAL SOLUTIONS, INC.
CRD 291895
139 EAST 3RD AVE, ESCONDIDO, CA, 92025, United States
Phone
760-741-3159
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$65.7M
Discretionary AUM
$58.9M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $15.8M |
| High net worth individuals | 24 | $48.6M |
| Charitable organizations | 1 | $256K |
| Other investment advisers | 11 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD