Jacob
Riloff
Victory Fiduciary Consulting
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About this Advisor
Jacob Riloff is a chartered financial consultant based in Furlong, Pennsylvania with 2 years of relevant experience. Riloff is currently employed by Victory Fiduciary Consulting. Throughout their career, they have worked at Valens Group, LLC, Tfs Securities, Inc, Benchmark Group and Victory Asset Management Co., Inc. Riloff has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Delaware, Maryland, New Jersey and Pennsylvania. Victory Fiduciary Consulting is an advisory firm that has its headquarters in Mullica Hill, NJ. It oversees $122 million in assets across its 1,518 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,518 customer accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets. The business performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fee types billed by Victory Fiduciary Consulting most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Victory Fiduciary Consulting Brokerage Details
$122,306,958
6
1,518
$80,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Jacob Riloff Work History
Jacob has been registered as a financial advisor for 2 years.*
Victory Asset Management Co., Inc
Valens Group, LLC
Tfs Securities, Inc
Benchmark Group
*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 Jacob Riloff 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 Victory Fiduciary Consulting
Mullica Hill, NJ
Mullica Hill, NJ
Furlong, PA
Mullica Hill, NJ
Pitman, NJ
Mullica Hill, NJ
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