Overview
Assets Under Management: $431 million
Headquarters: LISLE, IL
High-Net-Worth Clients: 142
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 142
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.01
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,647
Discretionary Accounts: 1,647
Regulatory Filings
CRD Number: 305016
Filing ID: 1941244
Last Filing Date: 2025-03-26 17:19:00
Website: https://vptfinancial.com