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VIKING PARTNERS ADVISORS

CINCINNATI, OH · CRD 321989 · IAPD ↗ · 513-793-9919

$375.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2024 — VIKING PARTNERS ADVISORS now reports custody of client assets ($464.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.