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Secretary and Lead Portfolio Manager · Factor Investing Group

Victor J. Melfa

CRD 5173860 · Named on Form ADV at one SEC-registered adviser

At a glance

Factor Investing Group, an SEC-registered wealth manager based in Westborough, MA with $349 million in regulatory assets, lists Victor J. Melfa on its Form ADV as Secretary and Lead Portfolio Manager, a control person.

Firms and roles

  • Factor Investing GroupSecretary and Lead Portfolio ManagerWealth manager · Westborough, MA · $349M in regulatory assets

AtlasMembers

Victor’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Victor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.