VECTOR FINANCIAL SOLUTIONS, INC.

VECTOR FINANCIAL SOLUTIONS, INC. of ESCONDIDO, CA is an SEC-registered investment adviser (CRD 291895). Regulatory assets under management: $65.7M.

Registration

• CRD: 291895
• Type: Registered investment adviser
• Location: 139 EAST 3RD AVE, ESCONDIDO, CA, 92025
• Phone: 760-741-3159
• Latest filing: 2026-03-31
• Regulatory AUM: $65.7M
• Discretionary AUM: $58.9M
• Non-discretionary AUM: $6.8M
• Clients: 3
• Accounts: 265

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291895 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search