Robert
Decampli Jr

Vermillion & White Wealth Management Group

CRD#5123850
Investment Advisor
in Phoenixville, PA

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About this Advisor

Robert Decampli Jr is a financial advisor operating in Phoenixville, Pennsylvania with a total of 9 years of industry experience. Decampli Jr works at Vermillion & White Wealth Management Group. Over the course of their career, Decampli Jr has held roles at Self, Guardian Life Insurance Co Of America, Park Avenue Securities LLC and Vermillion & White Wealth Management Group, LLC. Decampli Jr has a Series 63 license, which qualifies them as a securities agent, and can operate in Pennsylvania. Vermillion & White Wealth Management Group is a financial advisory firm that has its headquarters in Phoenixville, PA. The firm has just four advisors. It oversees $177 million in assets among its 749 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 749 client accounts, just 13% are held by high-net-worth investors who have at least $1 million in assets available to invest. Vermillion & White Wealth Management Group provides a number 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 management typically vary depending on which services the firm provides the client. However, fee types charged by Vermillion & White Wealth Management Group may include any combination of asset-based and hourly fees.

Certifications and Registrations

Series 63

Years Registered*

9 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

521 Kimberton Road
Phoenixville, PA 19460

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Vermillion & White Wealth Management Group Brokerage Details

Total Assets Under Management

$176,590,270

PA Average: $15,833,994,310
Total Number of Employees

4

PA Average: 41
Total Number of Accounts

749

PA Average: 3,342
Average Account Size

$235,768

PA Average: $4,737,880

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

Robert Decampli Jr Work History

Robert has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Vermillion & White Wealth Management Group, LLC

2009 - Present (15 years)

Guardian Life Insurance Co Of America

1999 - Present (25 years)

Self

2009 - 2014 (5 years)

Park Avenue Securities 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 Robert Decampli Jr 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 Vermillion & White Wealth Management Group

Mary Mcclennen-Glica
Phoenixville, PA
Ryan Vermillion
Phoenixville, PA
Christi Bender
Phoenixville, PA
Brian White
Phoenixville, PA
Robert Decampli Jr
Phoenixville, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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