VAM Group, LLC

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Client assets under management

$30,022,709

Clients

23% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,000,757

About

VAM Group LLC provides ongoing portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and state or municipal government entities. The firm documents client circumstances in written investment policy statements and advises primarily in mutual funds, equities, ETFs, fixed income, real estate funds and Treasury inflation-protected securities.

The firm’s investment process blends cyclical, fundamental, modern portfolio theory, quantitative and technical analysis and employs both long- and short-term trading as appropriate. VAM typically seeks discretionary authority to implement allocations, monitors accounts regularly, and routes trades through its chosen custodian to pursue best execution.

Distinctive aspects of the firm include its work with state and municipal government entities, a client type that is uncommon among similarly sized supported advisers, and its use of standing letters of authorization and fee withdrawals from client accounts—arrangements the firm discloses as custody. VAM requires custody at a specific broker-dealer (Charles Schwab) for client accounts, does not use third‑party managers, and does not accept performance-based fees, which may differ from some peers.

Client services

Portfolio management

Expertise

Wealth management Real estate investing

Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%

Main office location

VAM Group, LLC

2200 Georgetown Drive, Suite 301

Sewickley PA 15143, United States

Number of offices

Most active in

Pennsylvania

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn YouTube Website 724-940-5400

Advisors at this firm

Michael D

Series 65

Sewickley, PA

VAM Group, LLC

Michael Dudkowski is a financial advisor at VAM Group, LLC with six years of industry experience. He holds a Series 65 credential and has previously worked at Hightree Advisors and Willis Towers Watson. He serves as a volunteer board member for Achieva Family Trust, a nonprofit supporting individuals with disabilities. VAM Group, LLC provides portfolio management services to individuals, pension and profit-sharing plans, and state or municipal government entities. The firm employs a variety of investment methods and conducts monthly account reviews, serving a relatively small client base with discretionary assets under management.

Wealth management Real estate investing

Bryan V

Series 66

Sewickley, PA

VAM Group, LLC

Bryan Vescio is a financial advisor at VAM Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bryan Advisory Services, LLC and Vescio Asset Management, LLC. VAM Group LLC provides portfolio management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and state or municipal government entities. The firm employs a diverse investment approach combining cyclical, fundamental, modern portfolio theory, quantitative, and technical analysis, and maintains a focus on tailored client strategies with ongoing account reviews.

Wealth management Real estate investing

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