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John Howell Vassos

Vassos Investments, LLC

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About John Howell Vassos

John Vassos is an Investment Advisor Representative at Vassos Investments, LLC. John is a registered Investment Advisor in New Jersey and has been in the industry for over 6 years. John specializes in providing financial planning and portfolio management services to both individuals and high-net-worth individuals.

Firm Information

John Vassos is currently registered with Vassos Investments, LLC. Vassos Investments, LLC is a registered investment advisor with approximately $20,120,000 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm has 2 investment advisor representatives and a total of 61 client accounts.

$20.12M

Assets Under Management

Not reported

Total Clients

2

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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John Vassos’s Registration & Firm History

NJ

02/05/2019 - Present

Vassos Investments, LLC (MOUNT LAUREL NJ)

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Licenses & Designations

IA

Issued 10/31/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Howell Vassos.
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