VF INVESTMENT SERVICES CORP.
Legal name: MAGIS FINANCIAL PARTNERS
CRD #121445 SEC #801-72956 HORSHAM, PA 484-367-4444
SEC Registered
Total AUM
$241.9M
Discretionary
$0
Employees
4
Clients
1
Accounts
208
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIS, JOHN, MYRON | I | CEO AND ASSISTANT SECRETARY | NA | Control |
| DAVIS, JOHN, MYRON | I | CEO AND ASSISTANT SECRETARY | NA | Control |
| DAVIS, JOHN, MYRON | I | CEO AND ASSISTANT SECRETARY | NA | Control |
| DAVIS, JOHN, MYRON | I | CEO AND ASSISTANT SECRETARY | NA | Control |
| DAVIS, JOHN, MYRON | I | CEO AND ASSISTANT SECRETARY | NA | Control |
| DAVIS, JOHN, MYRON | I | CEO AND ASSISTANT SECRETARY | NA | Control |
| DAVIS, JOHN, MYRON | I | CEO AND ASSISTANT SECRETARY | NA | Control |
| DAVIS, JOHN, MYRON | I | CEO AND ASSISTANT SECRETARY | NA | Control |
| DAVIS, JOHN, MYRON | I | CEO AND ASSISTANT SECRETARY | NA | Control |
| DAVIS, JOHN, MYRON | I | CEO AND ASSISTANT SECRETARY | NA | Control |
| DAVIS, JOHN, MYRON | I | CEO AND ASSISTANT SECRETARY | NA | Control |
| DAVIS, JOHN, MYRON | I | CEO AND ASSISTANT SECRETARY | NA | Control |
| DAVIS, JOHN, MYRON | I | CEO AND ASSISTANT SECRETARY | NA | Control |
| DAVIS, JOHN, MYRON | I | CEO AND ASSISTANT SECRETARY | NA | Control |
| DAVIS, JOHN, MYRON | I | CEO AND ASSISTANT SECRETARY | NA | Control |
| DAVIS, JOHN, MYRON | I | CEO AND ASSISTANT SECRETARY | NA | Control |
| FOLMER, MICHAEL, ROBERT | I | TREASURER AND VICE PRESIDENT, TAX & FINANCE | NA | Control |
| FOLMER, MICHAEL, ROBERT | I | TREASURER AND VICE PRESIDENT, TAX & FINANCE | NA | Control |
| Gearin, James, M | I | DIRECTOR | NA | Control |
| Gearin, James, M | I | DIRECTOR | NA | Control |
| Gearin, James, M | I | DIRECTOR | NA | Control |
| KAPLAN, ROBERT, BARRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAPLAN, ROBERT, BARRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAPLAN, ROBERT, BARRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LARKIN, CHRISTOPHER, W | I | TREASURER/ASSISTANT SECRETARY | NA | Control |
| LARKIN, CHRISTOPHER, W | I | TREASURER/ASSISTANT SECRETARY | NA | Control |
| LARKIN, CHRISTOPHER, W | I | TREASURER/ASSISTANT SECRETARY | NA | Control |
| LARKIN, CHRISTOPHER, W | I | TREASURER/ASSISTANT SECRETARY | NA | Control |
| LARKIN, CHRISTOPHER, W | I | TREASURER/ASSISTANT SECRETARY | NA | Control |
| MCCABE, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MCCABE, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MCCABE, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MCCABE, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MCCABE, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO/SECRETARY/TREASURER/SOLE DIRECTOR | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO/SECRETARY/TREASURER/SOLE DIRECTOR | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO/SECRETARY/TREASURER/SOLE DIRECTOR | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO/SECRETARY/TREASURER/SOLE DIRECTOR | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO/SECRETARY/TREASURER/SOLE DIRECTOR | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO/SECRETARY/TREASURER/SOLE DIRECTOR | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/ CCO/SECRETARY/TREASURER/SOLE DIRECTOR | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/SECRETARY/TREASURER | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/SECRETARY | NA | Control |
| ZIMMERMAN, STEVEN, MICHAEL | I | PRESIDENT/SECRETARY | NA | Control |
| MAGIS FINANCIAL PARTNERS, INC | DE | PARENT COMPANY | E | Control |
| MAGIS FINANCIAL PARTNERS, INC | DE | PARENT COMPANY | E | Control |
| MAGIS FINANCIAL PARTNERS, INC | DE | PARENT COMPANY | E | Control |
| MAGIS FINANCIAL PARTNERS, INC | DE | PARENT COMPANY | E | Control |
| MAGIS FINANCIAL PARTNERS, INC | DE | PARENT COMPANY | E | Control |
| MAGIS FINANCIAL PARTNERS, INC | DE | PARENT COMPANY | E | Control |
| MAGIS FINANCIAL PARTNERS, INC | DE | PARENT COMPANY | E | Control |
| MAGIS FINANCIAL PARTNERS, INC | DE | PARENT COMPANY | E | Control |
| MAGIS FINANCIAL PARTNERS, INC | DE | PARENT COMPANY | E | Control |
| MAGIS FINANCIAL PARTNERS, INC | DE | PARENT COMPANY | E | Control |
| MAGIS FINANCIAL PARTNERS, INC | DE | PARENT COMPANY | E | Control |
| MAGIS FINANCIAL PARTNERS, INC | DE | PARENT COMPANY | E | Control |
| MAGIS FINANCIAL PARTNERS, INC | DE | PARENT COMPANY | E | Control |
| VALLEY FORGE ENTERPRISES, LTD. | DE | PARENT COMPANY | E | Control |
| VALLEY FORGE ENTERPRISES, LTD. | DE | PARENT COMPANY | E | Control |
| VALLEY FORGE ENTERPRISES, LTD. | DE | PARENT COMPANY | E | Control |
| VALLEY FORGE ENTERPRISES, LTD. | DE | PARENT COMPANY | E | Control |
| VALLEY FORGE ENTERPRISES, LTD. | DE | PARENT COMPANY | E | Control |
| VALLEY FORGE ENTERPRISES, LTD. | DE | PARENT COMPANY | E | Control |
| VALLEY FORGE ENTERPRISES, LTD. | DE | PARENT COMPANY | E | Control |
| VALLEY FORGE ENTERPRISES, LTD. | DE | PARENT COMPANY | E | Control |
| VALLEY FORGE ENTERPRISES, LTD. | DE | PARENT COMPANY | E | Control |
| VALLEY FORGE ENTERPRISES, LTD. | DE | PARENT COMPANY | E | Control |
| VALLEY FORGE ENTERPRISES, LTD. | DE | PARENT COMPANY | E | Control |
| VALLEY FORGE ENTERPRISES, LTD. | DE | PARENT COMPANY | E | Control |
| VALLEY FORGE ENTERPRISES, LTD. | DE | PARENT COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AQGEN ISLAND INTERMEDIATE HOLDINGS, II, INC | DE | AQGEN ASCENSUS, INC | F | Control |
| AQGEN ASCENSUS, INC | DE | AQGEN ISLAND INTERMEDIATE HOLDINGS III, INC | E | Control |
| AQGEN ASCENSUS, INC | DE | AQGEN ISLAND INTERMEDIATE HOLDINGS III, INC | E | Control |
| AQGEN ASCENSUS, INC | DE | AQGEN ISLAND INTERMEDIATE HOLDINGS III, INC | E | Control |
| AQGEN ISLAND HOLDING INC | DE | AQGEN ISLAND INTERMEDIATE HOLDINGS I, INC | E | Control |
| AQGEN ISLAND HOLDINGS INC | DE | AQGEN ISLAND INTERMEDIATE HOLDINGS I, INC | E | Control |
| AQGEN ISLAND HOLDINGS INC | DE | AQGEN ISLAND INTERMEDIATE HOLDINGS I, INC | E | Control |
| AQGEN ISLAND INTERMEDIATE HOLDINGS I, INC | DE | AQGEN ISLAND INTERMEDIATE HOLDINGS, II, INC | E | Control |
| AQGEN ISLAND INTERMEDIATE HOLDINGS I, INC | DE | AQGEN ISLAND INTERMEDIATE HOLDINGS, II, INC | E | Control |
| AQGEN ISLAND INTERMEDIATE HOLDINGS I, INC | DE | AQGEN ISLAND INTERMEDIATE HOLDINGS, II, INC | E | Control |
| AQGEN ISLAND INTERMEDIATE HOLDINGS III, INC | DE | ASCENSUS HOLDINGS INC | E | Control |
| AQGEN ISLAND INTERMEDIATE HOLDINGS III, INC | DE | ASCENSUS HOLDINGS INC | E | Control |
| AQGEN ISLAND INTERMEDIATE HOLDINGS III, INC | DE | ASCENSUS HOLDINGS INC | E | Control |
| AQGEN ISLAND INTERMEDIATE HOLDINGS, II, INC | DE | AQGEN ASCENSUS, INC | E | Control |
| AQGEN ISLAND INTERMEDIATE HOLDINGS, II, INC | DE | AQGEN ASCENSUS, INC | E | Control |
| ASCENSUS LLC | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC., D/B/A FUTUREPLAN | E | Control |
| ASCENSUS LLC | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC., D/B/A FUTUREPLAN | E | Control |
| ASCENSUS GROUP, LLC | DE | UNITED RETIREMENT INC. | E | Control |
| ASCENSUS GROUP, LLC | DE | ASCENSUS LLC | E | Control |
| ASCENSUS GROUP, LLC | DE | ASCENSUS LLC | E | Control |
| ASCENSUS HOLDINGS INC | DE | ASCENSUS GROUP, LLC | E | Control |
| ASCENSUS HOLDINGS INC | DE | ASCENSUS GROUP, LLC | E | Control |
| ASCENSUS HOLDINGS INC | DE | ASCENSUS GROUP, LLC | E | Control |
| STONEHENDGE OPPORTUNITY FUND III LP | FE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENDGE OPPORTUNITY FUND III LP | FE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENDGE OPPORTUNITY FUND III LP | FE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| STONEHENGE OPPORTUNITY FUND III LP | DE | UNITED RETIREMENT PLAN CONSULTANTS, INC. | E | Control |
| UNITED RETIREMENT INC. | DE | MAGIS FINANCIAL PARTNERS, INC | E | |
| UNITED RETIREMENT PLAN CONSULTANTS, INC. | DE | VALLEY FORGE ENTERPRISES, LTD. | E | |
| UNITED RETIREMENT PLAN CONSULTANTS, INC. | DE | VALLEY FORGE ENTERPRISES, LTD. | E | |
| UNITED RETIREMENT PLAN CONSULTANTS, INC. | DE | VALLEY FORGE ENTERPRISES, LTD. | E | |
| UNITED RETIREMENT PLAN CONSULTANTS, INC. | DE | MAGIS FINANCIAL PARTNERS, INC. | E | |
| UNITED RETIREMENT PLAN CONSULTANTS, INC. | DE | MAGIS FINANCIAL PARTNERS, INC. | E | |
| UNITED RETIREMENT PLAN CONSULTANTS, INC. | DE | MAGIS FINANCIAL PARTNERS, INC. | E | |
| UNITED RETIREMENT PLAN CONSULTANTS, INC. | DE | MAGIS FINANCIAL PARTNERS, INC. | E | |
| UNITED RETIREMENT PLAN CONSULTANTS, INC. | DE | MAGIS FINANCIAL PARTNERS, INC. | E | |
| UNITED RETIREMENT PLAN CONSULTANTS, INC. | DE | MAGIS FINANCIAL PARTNERS, INC. | E | |
| UNITED RETIREMENT PLAN CONSULTANTS, INC. | DE | MAGIS FINANCIAL PARTNERS, INC. | E | |
| UNITED RETIREMENT PLAN CONSULTANTS, INC. | DE | MAGIS FINANCIAL PARTNERS, INC. | E | |
| UNITED RETIREMENT PLAN CONSULTANTS, INC. | DE | MAGIS FINANCIAL PARTNERS, INC. | E | |
| UNITED RETIREMENT PLAN CONSULTANTS, INC. | DE | MAGIS FINANCIAL PARTNERS, INC | E | |
| UNITED RETIREMENT PLAN CONSULTANTS, INC., D/B/A FUTUREPLAN | DE | MAGIS FINANCIAL PARTNERS, INC | E | |
| UNITED RETIREMENT PLAN CONSULTANTS, INC., D/B/A FUTUREPLAN | DE | MAGIS FINANCIAL PARTNERS, INC | E | |
| UNITED RETIREMENT PLANS CONSULTANTS, INC., (FKA NATIONAL INVESTMENT MANAGERS, INC.) | DE | VALLEY FORGE ENTERPRISES, LTD. | E | |
| UNITED RETIREMENT PLANS CONSULTANTS, INC., (FKA NATIONAL INVESTMENT MANAGERS, INC.) | DE | VALLEY FORGE ENTERPRISES, LTD. | E | |
| UNITED RETIREMENT PLANS CONSULTANTS, INC., (FKA NATIONAL INVESTMENT MANAGERS, INC.) | DE | VALLEY FORGE ENTERPRISES, LTD. | E | |
| UNITED RETIREMENT PLANS CONSULTANTS, INC., (FKA NATIONAL INVESTMENT MANAGERS, INC.) | DE | VALLEY FORGE ENTERPRISES, LTD. | E | |
| UNITED RETIREMENT PLANS CONSULTANTS, INC., (FKA NATIONAL INVESTMENT MANAGERS, INC.) | DE | VALLEY FORGE ENTERPRISES, LTD. | E | |
| UNITED RETIREMENT PLANS CONSULTANTS, INC., (FKA NATIONAL INVESTMENT MANAGERS, INC.) | DE | VALLEY FORGE ENTERPRISES, LTD. | E | |
| UNITED RETIREMENT PLANS CONSULTANTS, INC., (FKA NATIONAL INVESTMENT MANAGERS, INC.) | DE | VALLEY FORGE ENTERPRISES, LTD. | E | |
| UNITED RETIREMENT PLANS CONSULTANTS, INC., (FKA NATIONAL INVESTMENT MANAGERS, INC.) | DE | VALLEY FORGE ENTERPRISES, LTD. | E | |
| UNITED RETIREMENT PLANS CONSULTANTS, INC., (FKA NATIONAL INVESTMENT MANAGERS, INC.) | DE | VALLEY FORGE ENTERPRISES, LTD. | E | |
| UNITED RETIREMENT PLANS CONSULTANTS, INC., (FKA NATIONAL INVESTMENT MANAGERS, INC.) | DE | VALLEY FORGE ENTERPRISES, LTD. | E |
Registrations
Federal
IA
Mar 26, 2020 REGISTERED
Notice Filings (7)
DE MD NH NJ NY PA TX
Address
800 ENTERPRISE ROADSUITE 103
HORSHAM, PA 19044
United States
Phone: 484-367-4444