Vectors Research Management LLC is a large advisory firm based in New York. It manages $360 million of regulatory assets for 519 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Virginia.
Vectors Research Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and special reports: analyzing non-agency securities or issued by housing agencies with credit risk. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vectors Research Management LLC is $360 million. The firm's AUM has grown by 350% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vectors Research Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, charitable organizations, high net worth individuals, banking or thrift institutions, and corporations or other businesses. The largest group of clients of Vectors Research Management is high net worth individuals with 400 clients and $244.49 million of assets under management. Among the 8 most similar advisory firms, Vectors Research Management has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $360 million for 411 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Vectors Research Management doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Vectors Research Management LLC performs its advisory services is located at 65 Bleecker Street, New York, NY 10012 The mailing address of the firm is 4701 Cox Road, Glen Allen, VA 23060. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-431-0857 or by fax 212-274-0545. The normal business hours are 8.30am - 5.30pm on Monday - Friday. You can find more information about the New York firm at vectorsresearch.com.