Breton
Freebing

Victory Capital Management Inc

CRD#6160846
Investment Advisor
in San Antonio, TX

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About this Advisor

Breton Freebing is a financial advisor who works in San Antonio, Texas, with 1 year of industry experience. Freebing is an advisor for Victory Capital Management Inc. During their career, the advisor has held roles at Ubs Financial Services, Kestra Investment Services LLC, Victory Capital Services, Victory Capital Management, Strategic Staffing Solutions and Usaa Financial Advisors, Inc. Freebing has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Victory Capital Management Inc is an advisory business operating out of San Antonio, TX. The firm has offices in 10 locations and a total of 510 employees. It controls $141 billion in total assets among its 3,419 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 54 charities and foundations. Of its 3,419 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets. Victory Capital Management Inc has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules largely depend on which service is provided. However, fee types charged by Victory Capital Management Inc most likely are comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

15935 La Cantera Pkwy
San Antonio, TX 78256

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Victory Capital Management Inc Brokerage Details

Total Assets Under Management

$140,836,403,633

TX Average: $3,042,739,679
Total Number of Employees

510

TX Average: 49
Total Number of Accounts

3,419

TX Average: 2,315
Average Account Size

$41,192,280

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Breton Freebing Work History

Breton has been registered as a financial advisor for 1 years.*

2019 - Present (5 years)

Victory Capital Services

2019 - Present (5 years)

Victory Capital Management

2019 - 2019 (< 1 year)

Strategic Staffing Solutions

2019 - 2019 (< 1 year)

Usaa Financial Advisors, Inc

2015 - 2019 (4 years)

Kestra Investment Services LLC

2013 - 2015 (2 years)

Ubs Financial Services

*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 Breton Freebing 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 Capital Management Inc

Gerald Reed
San Antonio, TX
James Fagan
Troy, MI
Trent Marshall
Englewood, CO
Jonathan Goss
San Antonio, TX
Shana Cantu
San Antonio, TX
Garrett Kelley
Manhattan Beach, CA
Breton Freebing
San Antonio, TX
Ada Brewster
San Antonio, TX

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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