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Gary Brian Vassalotti

Vimcor

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About Gary Brian Vassalotti

Gary Vassalotti has been a registered investment advisor in Pennsylvania since April 2002. He has a Series 65 license and works for Vimcor, located in Duncansville, PA. In addition to working for Vimcor, Gary has also worked for SGA & Associates and Vassalotti Investment Management Corporation. Gary has provided investment advice to individuals and corporations with approximately $15,555,000 under management. Gary Vassalotti’s advisory firm, Vimcor provides financial planning and portfolio management for individuals and corporations. Gary offers a range of fee structures, including hourly charges and a percentage of assets. Gary Vassalotti has been in the industry since 1998 and has extensive experience providing financial advice to individuals and corporations.

Firm Information

Gary Vassalotti is currently registered with Vimcor. Vimcor is an investment advisor that provides financial planning and portfolio management services to individuals and corporations. They manage approximately $15.5 million in assets for 260 clients. Their office is located in [Location of main office, if provided].

$15.55M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Vassalotti’s Registration & Firm History

PA

04/15/2002 - Present

Vimcor (Duncansville PA)

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Licenses & Designations

IA

Issued 11/10/1994

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Brian Vassalotti.
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