VICTORY ASSET MANAGEMENT CO., INC.

C48
CRD 107203·SEC 801-36836·MULLICA HILL, NJ
AUM
$102.5M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$307K
@ 30% margin
Est. Deal Value
$2.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VICTORY ASSET MANAGEMENT CO., INC.
CRD
107203
SEC file #
801-36836
EIN
DBA names
Victory Wealth Partners

Economics

AUM
$102.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$102.1M → $102.5M▬ 0%
Client mix
Individuals Other338
Individuals High Net Worth13
Pension Profit Sharing Plans13

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
3 advisors → 5 advisors▲ +67%
Primary office
MULLICA HILL NJ
Branches

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Compliance

Disclosures (firm)
2
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROSSER, ASHLEY, RENEE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ROSSER, ASHLEY, RENEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
5837452
Trust Company Affiliate
No