VASS FINANCIAL STRATEGIES

VASS FINANCIAL STRATEGIES of LAFAYETTE HILL, PA is an SEC-registered investment adviser (CRD 271038). Regulatory assets under management: $42.4M.

Registration

• CRD: 271038
• Type: Registered investment adviser
• Location: 439 GERMANTOWN PIKE, LAFAYETTE HILL, PA, 19444
• Phone: 610-828-9536
• Latest filing: 2026-03-23
• Regulatory AUM: $42.4M
• Discretionary AUM: $41.4M
• Non-discretionary AUM: $1.0M
• Clients: 1
• Accounts: 123

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 271038 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search