Overview
Assets Under Management: $3.5 billion
Headquarters: INVERNESS, IL
High-Net-Worth Clients: 30
Average Client Assets: $69 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.00
Average High-Net-Worth Client Assets: $69 million
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