Mary
Kusnic
Victus Capital Wealth
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About this Advisor
Mary Kusnic is a financial advisor based in Santa Monica, California with a total of 7 years of industry experience. Kusnic currently works for Victus Capital Wealth. Throughout their career, Kusnic has worked at Beverly Hills Wealth Management, LLC and Mutual Securities, Inc. Kusnic has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Victus Capital Wealth is an advisory company based in Santa Monica, CA. It has $198 million in assets under management between its 522 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 522 client accounts, 56% are associated with high-net-worth investors who have more than $1 million in investable assets. Victus Capital Wealth offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice usually vary depending on which services are provided. Fee types charged by Victus Capital Wealth can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Victus Capital Wealth Brokerage Details
$198,115,173
4
522
$379,531
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Mary Kusnic Work History
Mary has been registered as a financial advisor for 7 years.*
Mutual Securities, Inc
Beverly Hills Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mary Kusnic to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Victus Capital Wealth
Santa Monica, CA
Santa Monica, CA
Los Angeles, CA
Los Angeles, CA
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