Vicus Capital is an investment advisor in State College with $2.32 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
PFG Financial Advisors
SEC CIK
IRS number
251366084
SEC advisor number
801-60628
FINRA CRD number
116021
AUM ?
$2.25 bn
(as of 19 Mar 24)
Accounts
8,430
(as of 19 Mar 24)
Employees
87
(87 investment advisory or research)
Address
Vicus Capital
476 ROLLING RIDGE DRIVE
SUITE 315
STATE COLLEGE
PA 16801
476 ROLLING RIDGE DRIVE
SUITE 315
STATE COLLEGE
PA 16801
Phone
814-231-2221
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22