Vc & C Capital Advisers, LLC is a large advisory firm based in Boston. It manages $88.91 million of regulatory assets for 300 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Connecticut, Florida, New Hampshire, and New York.
Vc & C Capital Advisers provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vc & C Capital Advisers, LLC is $88.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 63% 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 Vc & C Capital Advisers, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jeffrey Dean Korzenik has served as the Chief Investment Officer since 1 Jan 2008. Jeffrey James Vincent joined the executive team most recently as the Iar / Chief Compliance Officer.
The principal office where Vc & C Capital Advisers, LLC performs its advisory services is located at 80 City Square, Boston, MA 02129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-912-9000 or by fax 617-912-9001. The normal business hours are 8:30 - 5:00 on Monday - Friday.