GaryVassalotti- Financial Advisor Duncansville, PA

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About Gary Vassalotti

VIMCOR is a registered investment advisor in the state of Pennsylvania. We offer discretionary and advisory only Investment Management and personal tax preparation. Investment accounts can be set up as IRA, Simple IRA retirement plants, 401k and Keogh plans, usually without a setup charge.

All investment ideas are internally researched and must pass certain financial screens and parameters. Those that pass are then put into respective client portfolios based upon that clients needs and risk attributes.

See Disclosures

General Information

Firm Start Year

1996

No. of Employees

CRD#

2563777

Firm CRD#

119009

Name of Custodial Firm

Charles Schwab

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

First American Bank, NA (Washington, DC) -Equity Analyst/ Portfolio Manager First Union Bank. NA (Charlotte, NC) - Equity Analyst/ Portfolio Manager Montag Management Corp (Charlotte, NC) - Equity Analyst/ Portfolio Manager VIMCOR (current employer)- President, Equity Analyst/ Portfolio Manager

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Tax Advice and Services, Financial Planning for Businesses, Financial Advice & Consulting, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Firm Information

Advisor's Number of Clients

LIFA, MBA

Assets Managed by Advisor

$10,127,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets, Hourly

Fee % Based on Assets

Hourly Rate

Minimum Fee Charged for Managed Accounts

Education

BACHELORS OF SCIENCE - FINANCE

THE PENNSYLVANIA STATE UNIVERSITY
08/15/1983 -06/15/1987

MBA - BUSINESS

UNIVERSITY OF THE PEOPLE
09/08/2018 -06/01/2020

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1818035/paladinregistry-Vimcor-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Gary Vassalotti

Vimcor