Overview
Assets Under Management: $3.5 billion
Headquarters: INVERNESS, IL
High-Net-Worth Clients: 3,551
Average Client Assets: $390,910
Frequently Asked Questions
VESTGEN ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318657), VESTGEN ADVISORS, LLC is subject to fiduciary duty under federal law.
VESTGEN ADVISORS, LLC is headquartered in INVERNESS, IL.
VESTGEN ADVISORS, LLC serves 3,551 high-net-worth clients according to their SEC filing dated July 17, 2025. View client details ↓
According to their SEC Form ADV, VESTGEN ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
VESTGEN ADVISORS, LLC manages $3.5 billion in client assets according to their SEC filing dated July 17, 2025.
According to their SEC Form ADV, VESTGEN ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3,551
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.00
Average High-Net-Worth Client Assets: $390,910
Total Client Accounts: 9,800
Discretionary Accounts: 9,750
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 318657
Filing ID: 2004375
Last Filing Date: 2025-07-17 12:19:00
Website: https://vestgen.com