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 based in Phoenixville, Pennsylvania, working with Vermillion & White Wealth Management Group. Robert has previously held positions at Self, Guardian Life Insurance Co Of America, and Vermillion & White Wealth Management Group, LLC. Robert has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Robert is part of Vermillion & White Wealth Management Group, which operates out of Phoenixville, Pennsylvania. The firm has 1 office and 4 employees. The firm manages assets totaling $203.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Vermillion & White Wealth Management Group includes asset-based and hourly fees.

Certifications and Registrations

Series 63

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

$203,336,800

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

4

PA Average: 41
Total Number of Accounts

825

PA Average: 3,342
Average Account Size

$246,469

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

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

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
Brian White
Phoenixville, PA
Christi Bender
Phoenixville, PA
Robert Decampli Jr
Phoenixville, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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